Account Manager – Employee Benefits

Location: Wayne, PA (Hybrid – 3 days in office)

Overview

We are seeking an experienced Account Manager to support clients within an Employee Benefits brokerage environment. This role is responsible for managing a book of business, delivering excellent client service, and supporting benefit renewals, enrollments, and ongoing plan administration.

Key Responsibilities

• Serve as the primary day-to-day contact for an assigned group of employee benefits clients
• Manage client relationships by resolving service issues and escalating concerns when needed
• Coordinate renewals, including carrier negotiations, RFPs, plan comparisons, and recommendations
• Prepare and deliver client materials such as renewal presentations, benefit guides, and enrollment communications
• Lead open enrollment planning and execution, including carrier coordination and employee support
• Analyze benefit plans, pricing, and plan design changes to support client decision-making
• Collaborate with carriers, internal teams, and third-party vendors to ensure smooth implementation and administration
• Support benefit administration, enrollments, and carrier communications
• Maintain accurate client records, renewals, and policy updates in CRM systems
• Contribute to client satisfaction, retention, and process improvement initiatives
• Mentor and support junior team members as needed

Qualifications

• 2+ years of experience supporting employee benefits clients (medical and/or voluntary benefits)
• Active Life, Accident & Health Insurance License (required within 6 months of being hired)
• Experience working directly with insurance carriers and employer clients
• Strong organizational skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Excel and Office 365
• Strong analytical and problem-solving abilities

Preferred Traits

• Customer-focused with a consultative mindset
• Detail-oriented and proactive
• Comfortable working in a fast-paced, collaborative environment
• Positive attitude and strong interpersonal skills

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