What are the responsibilities and job description for the Small Group Account Manager position at Carolina Benefits & Planning?
About Us
Carolina Benefits & Planning (CBP) is a privately owned insurance agency that has been serving clients across North Carolina for over 30 years. We’re a tight-knit team of six who take pride in delivering a high-touch service model—often acting as an extension of our clients’ HR departments.
Our growth has come almost entirely through referrals, which speaks to the relationships we build and maintain. We focus on making employee benefits as seamless as possible for our clients, and it’s helped us maintain a very low client turnover rate.
Our Team & Environment
All team members are licensed health/life agents, and we operate collaboratively under our President, Trent Pierce. While everyone has ownership over their responsibilities, there’s strong support and teamwork across the office.
We operate in a hybrid model, with a physical office in Garner, NC (typically used a couple days per week) and the rest of the work done remotely. Some team members are fully remote.
We use tools like Employee Navigator, AgencyBloc, Office 365 (Teams, Outlook, Excel), and ShareFile, and we also work closely with an ERISA benefits attorney.
About the Role
We’re looking to add a Small Group Account Manager who will eventually take ownership of a block of small group clients (15 or fewer employees). This role will serve as the main point of contact for these clients and manage their benefits needs throughout the year.
This segment represents about 50 of our clients and includes a wide range of industries—from small businesses and churches to nonprofits and service organizations.
What You’ll Do
- Manage relationships with small group clients as their primary point of contact
- Quote and present benefit plan options during renewals
- Recommend additional coverage options when appropriate
- Handle plan installations and carrier paperwork
- Prepare materials for open enrollment and new hires (both digital and paper-based)
- Maintain and update internal systems
- Provide payroll deduction reports
- Conduct audits after renewals and as needed throughout the year
- Assist with annual carrier audits
- Support both employer and employee questions
- Manage enrollments, terminations, and qualifying life events
- Conduct periodic check-ins with clients
- Handle invoicing for smaller groups
- Coordinate with carriers and legal resources to provide educational support
What We’re Looking For
- Insurance or Benefits Experience: Background in insurance or HR benefits administration preferred
- Comfort Working Independently: Ability to manage your own schedule and stay organized in a mostly remote environment
- Strong Attention to Detail: You’ll be working with plan details, rates, and employee data regularly
- Licensing: Must have or be willing to obtain a Health & Life insurance license
- Tech-Savvy: Comfortable using multiple systems and learning new platforms
What We Offer
- Hands-on training and support, especially during your first renewal cycles
- A collaborative, low-turnover team environment
- Flexibility with a hybrid/remote work structure
- The opportunity to take ownership of your own book of business over time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Flexible schedule
- Paid time off
Work Location: Hybrid remote in Garner, NC 27529
Salary : $50,000 - $75,000