Employee Benefits Account Manager

Comp: $65K to $75K

Build Your Career in Employee Benefits

Are you looking to grow your career in the insurance industry with a company that values exceptional client service, professional development, and teamwork?

Our client, a well-established independent insurance brokerage, is seeking a Benefits Insurance Account Manager to join their growing team. This is an excellent opportunity for someone who enjoys helping clients, thrives in a fast-paced environment, and wants to expand their expertise in employee benefits and health insurance.

If you're organized, detail-oriented, proactive, and enjoy building relationships while solving problems, we'd love to hear from you.

What You'll Do

As the Benefits Insurance Account Manager, you'll serve as a trusted resource for clients while managing the day-to-day administration of employee benefit plans.

Key Responsibilities

• Deliver exceptional customer service by responding to client questions regarding coverage, eligibility, billing, claims, and policy changes.
• Handle inbound client inquiries promptly and professionally while serving as the primary liaison with insurance carriers.
• Prepare Requests for Proposal (RFPs), benefit quotes, comparison spreadsheets, and presentation materials for prospective and existing clients.
• Manage the complete new business process, from proposal through implementation and enrollment.
• Coordinate new group plan installations and ensure all required documentation is completed accurately and on time.
• Obtain and analyze renewal offers from insurance carriers and prepare competitive benefit comparisons and recommendations.
• Utilize Salesforce CRM to manage client accounts, renewals, tasks, and reporting.
• Identify opportunities to cross-sell additional insurance products and services.
• Stay current on industry regulations, carrier guidelines, and benefit plan changes.
• Help maintain internal training materials and knowledge resources for the team.

What We're Looking For

• 2–5 years of insurance experience, preferably in group health insurance
• Strong customer service and relationship-building skills
• Excellent communication, organization, and critical thinking abilities
• High attention to detail with the ability to manage multiple priorities independently
• Proficiency with Microsoft Office, especially Excel
• Experience with Salesforce CRM is a plus

Licensing Requirements

• Pennsylvania Life, Accident & Health Insurance License preferred.
• Candidates who are not currently licensed will be supported in obtaining their license within 60 days of hire.

Why Join?

• Join a respected and growing independent insurance brokerage.
• Opportunity to build expertise in employee benefits and health insurance.
• Collaborative, team-oriented work environment.
• Professional development and licensing support.
• Stable, long-term career opportunity with room for growth.