The Account Manager is the primary client relationship manager for a designated book of business within our Group Benefits Division.

The ideal candidate demonstrates outstanding communication skills with clients, carriers, broker partners, and internal teams, along with well-developed and confident presentation abilities. Success in this role requires a proactive, solutions-oriented mindset, strong attention to detail, and excellent organizational and time management skills to effectively support multiple client accounts.

Key Responsibilities

• Serve as the main contact for Agency assigned clients, building long-term, trusted relationships
• For PEO assigned clients, coordinate with PEO Client Experience Team & Benefit Operations to ensure client needs are met
• Manage annual renewals and new client proposals, including data collection, and presentations
• Coordinate implementation of new plans and carriers, including enrollment and communication support
• Prepare and review insurance quotes, proposals, and policy documents
• Advise clients on benefit plan design and funding strategies
• Handle ongoing escalated service needs such as eligibility changes, billing issues, claims, and vendor coordination
• Maintain accurate and timely client records in the agency management systems
• Stay current on insurance products, market trends, and regulatory changes
• Stay current on market trends, carrier products, and regulatory changes

Key Strengths

• Excellent communication skills with clients, carriers, broker partners and internal teams
• Well developed & confident presentation skills
• Proactive problem-solving and support expertise
• High attention to detail and accuracy
• Strong time management skills and ability to handle multiple accounts