Account Manager II

Kelly Benefits in Sparks, MD is seeking an influential individual to help retain and grow KBS client base by partnering with the Lead Consultant and Sr. Account Manager. This includes ensuring the ongoing strategy, delivery and management of the client’s unique benefit needs while acting as an ambassador to help continue to grow Kelly Benefits Strategies, “KBS.”

Key Responsibilities:

Client Relationship Management

·         Support complex clients including self-funded, level-funded, and fully insured benefit programs.

• Serve as the primary point of contact for assigned employee benefits clients.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Schedule regular client meetings to review benefits programs, service needs, and upcoming renewal activities.
• Respond promptly to client inquiries and resolve issues related to the client’s benefits package and carrier services.
• Identify opportunities to enhance the client experience and support client retention efforts.

Benefits Administration & Account Servicing

• Manage the day-to-day servicing of employee benefits accounts, including medical, dental, vision, life, disability, voluntary, and other benefit programs.
• Coordinate enrollments, changes, terminations, and eligibility updates with carriers and vendors.
• Assist clients with employee communications, benefit education materials, and enrollment.
• Monitor account activity to ensure timely completion of service requests and deliverables.

Renewals & Marketing Support

• Contribute to the annual renewal process for assigned accounts by collaborating with the Lead Consultant, Sr. Account Manager, and internal teams.
• Support the development and implementation of benefit plan strategies aligned with client objectives.
• Collaborate with Lead Consultant, Sr. Account Manager, and carrier representatives on renewal and marketing initiatives.

Data Management & Documentation

• Maintain accurate and up-to-date client information, account records, and activity documentation within designated internal business systems.
• Track and document client communications, service requests, renewals, and policy changes.
• Ensure the integrity and accuracy of client data for accurate reporting, operational efficiency, and compliance requirements.
• Maintain organized electronic files and records in accordance with company policies.

Compliance & Industry Knowledge

• Remain current on employee benefits trends, carrier updates, and regulatory changes that impact clients.
• Support compliance-related activities pertaining to employee benefits programs.
• Assist clients in understanding plan provisions, eligibility requirements, and administrative procedures.
• Adhere to all company policies, procedures, and regulatory requirements.

AI Adoption & Automation

·         Leverage Salesforce, client experience technologies, analytics tools, AI-enabled workflows, and emerging digital solutions to improve client outcomes and operational effectiveness.

Skills & Competencies

• Strong client service and relationship management skills.
• Excellent verbal and written communication abilities.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Detail-oriented with strong analytical and problem-solving capabilities.
• Ability to work independently and collaboratively within a team environment.
• Proficiency with business software applications and internal client management systems.

Success Measures

• High client satisfaction and retention rates.
• Accurate and timely completion of account servicing activities.
• Effective management of renewals and client deliverables.
• Maintenance of accurate client records and documentation.
• Strong collaboration with internal teams, carriers, and vendor partners.

Minimum hours are Monday through Friday 8:15 a.m. to 5:00 p.m.  Periodic flexibility may be required during peak renewal and enrollment periods to ensure exceptional client service.

This role will be required to work in our headquarters at 1 Kelly Way in Sparks, MD.

Following successful onboarding, employees are eligible for a hybrid work schedule of up to two remote workdays per week based on business needs and performance.