Employee Benefits Account Manager

Role: Responsible for all aspects of employee benefits account management and client services within fast-paced company. Liaise with sales team for client onboarding of employees for medical and ancillary plans and plan renewals. Liaise directly with clients and their employees in a supporting role. Duties will include client and employee communication, data entry and CRM management, general support of dynamic team.  Specifics: Function as main point of support for all client empl;oyee benefits accounts: * Work directly with client HR department, and employees as needed * Onboard client into internal agency management system (AgencySmart) * Keep up to date internal records of client plans, including costs and enrollment * Document all client service items and resolutions * Maintain accurate client census information  * Liaise with appropriate internal team members for administration of COBRA including generating notices, processing elections with carriers, collecting and logging payments.  * Liaise with client facing software specialists to ensure accurate transfer of client, employee and plan information  * Answer employee questions pertaining to benefits coverage and other issues  * Assist sales team with preparation of client renewal packages and presentations * Lead with preparation of client renewal packages for designated clients  * Perform general administrative and clerical tasks: answering phone calls and emails; sending information to clients; preparing documents for meetings and presentations  * Work both independently, and within a team framework to achieve excellent outcomes  * Work within the Microsoft Office platform: Word, Excel, Outlook, etc. * Develop and grow within the role as processes and work-flows evolve

Created: 2025-02-21