Sr. Employee Benefits Account Manager (Must come from an insurance broker)

We are a forward-thinking insurance brokerage dedicated to delivering protection with purpose. Our team is driven by a deep sense of responsibility—to empower businesses, safeguard livelihoods, and support the people behind them. We emphasize education, wellbeing, and proactive risk management to help clients make informed decisions that protect their future.

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

The Senior Employee Benefits Account Manager (EBAM) is responsible for the day-to-day management and service of assigned clients, ensuring the timely and strategic execution of their employee benefits programs. With a strong commitment to our mission, the EBAM delivers exceptional service and collaborates closely with the Employee Benefits team to meet client expectations efficiently and effectively.

Primary Responsibilities
Client Marketing (New, Renewal, Mid-Year)
Manage the end-to-end marketing of employee benefit plans including medical, dental, vision, life, disability, and voluntary products, following the Employee Benefits Marketing Checklist.

This person will understand marketing and all insurance products from self-insurance, level funding, captives, PEO’s, and full insured products, along with HRA, HSA, and MERP plans.

Coordinate with the COBRA and Tech departments for enrollment updates, HRIS setup, carrier portal configurations, CMS/5500 filings, and ERISA Wrap documentation.

Develop and distribute Requests for Proposals (RFPs), follow up with carriers, analyze proposals, and create plan comparisons.

Prepare client-ready presentations in the approved format, review with the Account Executive (AE), and update as needed.

Execute plan changes and renewals per AE direction, coordinating with carriers and preparing employee communication materials (e.g., PowerPoints, brochures, election forms).

Ensure all enrollment materials and applications are submitted to carriers promptly.

Manage post-enrollment tasks and prepare “Sold Plan” documents.

Enrollment Meetings & Support
Organize and participate in client open enrollment meetings and health fairs alongside AEs and Wellness Coordinators.

Coordinate carrier participation, prepare enrollment kits and new hire materials.

Update COBRA department with plan and rate changes.

Ensure accurate census formatting for each carrier and line of coverage.

Support clients and employees by addressing benefit questions and collecting missing application data.

Finalize enrollments with carriers and ensure enrollment systems are updated.

Provide ongoing support for HRIS implementations.

Client Servicing
Maintain monthly contact with each assigned client via phone or email.

Address claim issues directly or via coordination with COBRA and Claims Account Managers.

Respond to mid-year benefit questions and concerns.

Alert AE and Employee Benefits Director of any client issues or concerns.

Additional Responsibilities
Provide backup support for other service team members when needed.

Maintain up-to-date Outlook calendar and ensure regular office attendance.

Follow all company policies and attend meetings prepared with necessary updates.

Complete additional duties as assigned.
Note: Responsibilities may change at any time with or without notice.

Qualifications
Minimum of 7 years’ experience managing employee benefit plans.

Strong knowledge of HIPAA and relevant employee benefits regulations.

Proficient in Microsoft Word, Excel, and PowerPoint.

Skilled at navigating government and carrier websites for information.

Excellent project management, time management, and multitasking skills.

Exceptional organizational skills and strong attention to detail.

Professional, dependable, and self-motivated.

Preferred Qualifications
Bilingual in Spanish.

Bachelor's degree in Business or related field.

Experience working at an insurance brokerage or carrier.