What are the responsibilities and job description for the Senior Account Manager position at Keystone Benefit Group?
About Keystone Benefit Group
Keystone Benefit Group is a rapidly growing, independently owned, veteran-owned employee benefits consulting and brokerage firm. We're built on integrity, industry leadership, and service excellence — delivering tailored benefit solutions through strategic planning, professional expertise, and innovative technology. Our team helps clients find answers, implement solutions, and confidently navigate the ever-changing benefits landscape.
The Role
We're looking for a driven Senior Account Manager to join our Employee Health & Benefits team. In this role, you'll actively manage an assigned book of business, partnering closely with our consultants and service team to ensure every client's benefit plan needs and service expectations are consistently exceeded. You'll work with meaningful autonomy, bring strong technical knowledge, and serve as a trusted resource for clients and colleagues alike.
What You'll Do
Client Renewals & Marketing
- Lead renewal and marketing strategy in collaboration with clients and consultants
- Gather census data, plan design info, and experience data to drive marketing projects
- Analyze and negotiate carrier quotes; prepare and deliver renewal/marketing presentations
- Manage renewal timelines and coordinate implementation of employee coverage
- Develop employee communication strategies and lead employee benefit meetings
Client Service & Relationship Management
- Serve as the primary service contact for your assigned book of business
- Resolve escalated claims, eligibility, and coverage issues promptly
- Document conversations with clients and carrier representatives and updates Salesforce and agency management systems, as necessary. Ensures the accuracy of data in those systems.
- Develop financial models and reports with clear analysis and actionable recommendations
Compliance & Operations
- Maintain up-to-date knowledge of regulatory compliance, insurance products, and industry trends
- Ensure all client documentation meets licensing, legal, and audit standards
Business Development
- Support consultants as needed with new business presentations
- Support business development through identification of new opportunities within existing accounts
What We're Looking For
- Bachelor's degree (or equivalent experience)
- Active Florida Life & Health Insurance License
- 5 years of employee benefits experience
- Strong communication, organization, and relationship-building skills
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Experience with Salesforce a plus
- Knowledge of self-insured plans and ancillary products a plus
Why Keystone?
We offer a competitive compensation package plus:
- Medical and dental insurance
- Short term disability and company paid life insurance
- Retirement savings plan with 4% company match
- Paid time off — vacation, sick, and holidays
- Casual, collaborative work environment
Keystone Benefit Group is proud to be an equal opportunity employer.