Senior Employee Benefits Account Manager

About the Company

Our client is a privately held consulting and professional services firm that provides employee benefits, human resources, and workforce-related solutions to organizations nationwide. The firm partners with employers to support their benefits strategy, compliance needs, employee engagement initiatives, and broader people-focused objectives.

The organization is known for its collaborative culture, consultative approach, and commitment to delivering customized solutions that help clients attract, retain, and support their workforce.

Position Overview

The Senior Account Manager will be responsible for the day-to-day servicing and strategic management of a book of large-group employee benefits clients, including both fully insured and self-funded plans. This individual will serve as a trusted advisor to clients while overseeing renewals, compliance initiatives, vendor relationships, and ongoing account management activities.

Key Responsibilities

• Manage all aspects of client service for an assigned book of business.
• Coordinate client onboarding, renewals, and implementation activities.
• Lead the renewal process, including market analysis, RFP development, vendor negotiations, and presentation of recommendations.
• Conduct open enrollment and client meetings as needed.
• Provide guidance on employee benefits compliance and regulatory requirements.
• Act as the primary point of contact for client service issues, including escalated claims concerns.
• Review plan performance and utilization data, providing strategic recommendations.
• Coordinate employee communications and enrollment support.
• Manage relationships with carriers, vendors, and other service providers.
• Maintain accurate client records and data within agency management systems.
• Support cross-selling opportunities and identify additional client needs.
• Educate clients on industry trends, legislative developments, and market changes.
• Assist with vendor management and contract review activities.

Qualifications

• 7+ years of experience in employee benefits account management, client services, or consulting.
• Experience supporting large-group employers, including fully insured and self-funded plans.
• Strong understanding of employee benefits compliance and health & welfare regulations.
• Experience leading renewals, RFP processes, and carrier negotiations.
• Active Life and Health license required.
• Excellent communication, presentation, and relationship management skills.
• Strong analytical and problem-solving abilities.
• Proficiency with Microsoft Office applications.
• Ability to manage multiple priorities in a fast-paced client-focused environment.
• Bachelor's degree preferred.

Preferred Experience

• Large-group employee benefits consulting or brokerage experience.
• Experience working with self-funded medical programs.
• Vendor management and strategic client consulting experience.
• Familiarity with employee benefits administration technology and enrollment platforms.