Demo

Benefits Account Manager

Crawford Thomas Recruiting
Uniondale, NY Full Time
POSTED ON 9/27/2026
AVAILABLE BEFORE 11/1/2026
Location: Remote

Position Overview

Our client is an employee benefits commercial insurance firm. We’re seeking an experienced Benefits Account Manager to serve as the primary day-to-day contact for assigned clients and manage employee benefits programs from implementation through ongoing account management.

This is a virtual client-facing role focused on client relationships, new account implementation, open enrollment, benefits presentations, and coordinating with employers, employees, carriers, vendors, and internal teams.

What You’ll Do

  • Remotely manage ongoing relationships with assigned clients as the primary point of contact
  • Lead open enrollment meetings, presentations, employee communications, and enrollment materials
  • Explain benefit plans, changes, and enrollment processes to employees and leadership
  • Manage new client onboarding and implementation, including timelines, documentation, and carrier requirements
  • Coordinate with insurance carriers, third-party administrators, payroll providers, and vendors to resolve issues
  • Assist with plan changes, renewals, eligibility, and employee enrollment matters
  • Prepare client-facing benefit summaries, renewal information, and enrollment materials
  • Monitor account activity, deadlines, and deliverables
  • Assist with annual renewals and communicate plan changes and recommendations
  • Address employee questions and troubleshoot benefits issues when appropriate
  • Maintain accurate client records and documentation
  • Identify opportunities to improve the client experience and strengthen relationships
  • Manage multiple accounts and competing priorities while maintaining attention to detail
  • Partner with internal teams to provide a seamless client experience

Job Requirements

  • 3 years of experience in employee benefits, health insurance, benefits consulting, or a related field
  • Client-facing account management experience within the benefits/insurance industry
  • Experience conducting or participating in open enrollment meetings and employee benefit presentations
  • Experience onboarding and implementing new benefits clients
  • Strong understanding of employee benefits, including medical, dental, vision, life, disability, and ancillary products
  • Excellent verbal and written communication skills
  • Strong organizational and time-management abilities
  • Ability to manage multiple client accounts and deadlines simultaneously
  • Comfortable presenting information to groups and communicating with employees and company leadership
  • Strong problem-solving and customer-service skills
  • Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
  • Ability to work independently while collaborating effectively with a team

Preferred Qualifications

  • Experience with a benefits consulting firm, brokerage, or insurance agency
  • Life & Health insurance license preferred
  • Experience with benefits administration platforms or enrollment systems
  • Experience managing mid-sized employer groups
  • Knowledge of ACA compliance and other employee benefits regulations

Compensation & Benefits

  • Salary ranges from $60,000 to over $100,000
  • Health, dental, and vision benefits

,

Salary : $60,000

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