Employee Benefits Account Manager

Company Description

Spherient Advisors is a regional, independent advisory firm specializing in retirement plans, employee benefits, and insurance. Our client-focused approach ensures we understand each client’s unique needs and values, providing tailored solutions to mitigate risks, control costs, and streamline administrative processes. With a mission to build long-term client relationships, we deliver expert services that prioritize optimal outcomes for employers and their employees. By exclusively working with businesses, we offer innovative solutions and act as a trusted partner in addressing their benefits and insurance needs.

Role Description

This is a full-time on-site role located in Richmond, VA, for an Employee Benefits Account Manager. An Employee Benefits Account Manager serves as the primary liaison between an insurance brokerage, insurance carriers, and the employer (the client). Their main goal is to ensure that a company’s employee benefits run smoothly, remain compliant, and stay cost-effective. The role involves managing and supporting group employee benefits accounts by providing exceptional client service, resolving policy and claims issues, and ensuring all client needs are met. The Account Manager will be responsible for coordinating with carriers, maintaining compliance standards, analyzing plan options, preparing proposals, and assisting with enrollment communications and processes. Collaboration with internal teams, vendors, and clients will be key to ensuring a seamless benefits experience.

Preferred Skills/Qualifications

• Client relationship management skills, with an emphasis on effective communication and problem-solving.
• High accuracy in data importing/exporting.
• Analytical and organizational skills to evaluate plan options and oversee administrative processes.
• Ability to prioritize and manage multiple client accounts effectively in a fast-paced environment.