Account Manager

LaSalle Benefits

Account Manager – Employee Benefits

Job Description

Position Summary

The Account Manager is responsible for the day-to-day management and servicing of a portfolio of employee benefits clients, ranging from small to mid-sized employers. This role involves addressing both routine and complex client issues while delivering a high level of service and strategic guidance.

LaSalle Benefits is committed to providing exceptional service and thoughtful advice to our clients while maintaining the highest degree of integrity in employee benefits consulting and risk management. This position offers a meaningful and challenging opportunity for the right individual to join a growing boutique employee benefits consulting firm and build long-term relationships with clients.

Essential Duties and Responsibilities

• Manage and service an assigned book of employee benefits clients, developing and maintaining strong client relationships.
• Serve as the primary day-to-day contact for clients regarding employee benefit programs and related issues.
• Coordinate internal resources and carrier partners to address client service needs and resolve issues.
• Assist in the retention of existing clients and support efforts to expand relationships through additional services or coverage offerings.
• Cultivate relationships with HR managers, senior leadership, and other key client stakeholders.
• Coordinate tasks and assignments with internal administrative and support staff to ensure efficient client service delivery.
• Assist clients with complex or escalated issues, including claims and carrier related matters.
• Keep clients informed regarding regulatory and compliance matters, including, but not limited to, ACA, COBRA, FMLA, ERISA, and HIPAA.
• Support senior leadership, including the Assistant Vice President, with client initiatives and service deliverables.
• Assist in the preparation of client meeting materials, including agendas, renewal timelines, and benefit analysis documentation.
• Utilize Microsoft 365 applications, Excel, ZyWave, and various carrier and benefits administration platforms.
• Participate in additional projects and responsibilities as needed to support the firm and its clients.

Reporting Structure

This position reports to the Assistant Vice President-Employee Benefits.

Qualifications

• Prior experience in employee benefits account management or a related role within the insurance or consulting industry.
• Working knowledge of employee benefits regulations, including the Affordable Care Act (ACA).
• Ability to work independently with minimal supervision while managing multiple client relationships.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work effectively under deadlines.
• Proficiency in Microsoft Office 365 (including Excel) and familiarity with ZyWave or similar benefits platforms.
• Experience working with various carrier and benefits administration portals.
• Effective time management skills and the ability to multitask in a client service environment.
• A bachelor’s degree is preferred, or equivalent professional experience or industry designation.

Compensation & Benefits

Compensation is commensurate with experience. LaSalle Benefits offers a comprehensive benefits package, including:

• Health Insurance
• Dental Insurance
• Life Insurance
• Short- and Long-Term Disability Coverage
• Flexible Spending Account (FSA)
• 401(k) Plan with Employer Match