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Job Summary
In this role, you'll manage the workflow for a designated book of business and serve as the primary contact for all lines of employee benefits. You'll coordinate group insurance renewals, open enrollment, life events, COBRA, billing, reconciliation, and more-while leveraging technology systems to ensure accuracy and compliance.
Job Summary
In this role, you'll manage the workflow for a designated book of business and serve as the primary contact for all lines of employee benefits. You'll coordinate group insurance renewals, open enrollment, life events, COBRA, billing, reconciliation, and more-while leveraging technology systems to ensure accuracy and compliance.
Key Responsibilities
Client Service & Communication
- Present benefit plans to employees (in-person and by phone)
- Design and distribute benefits materials and open enrollment communications
- Support client and employee inquiries; escalate and resolve service issues
- Train and mentor Junior Account Managers aligned to your book
- Compile and audit plan data, assist with RFPs, and calculate payroll deductions
- Build and maintain plan rules in online portals (ADP, Employee Navigator, Paylocity)
- Manage implementations and ensure accurate carrier billing
- Ensure compliance with key benefit-related regulations (HIPAA, ERISA, COBRA, FMLA, ACA, 5500s, Health Care Act)
- Review plan documents, SBCs, benefit booklets, and flyers
- Maintain records in accordance with internal protocols
- Allocate claims data for Benefit Consultants and Analysts
- Participate in industry and carrier trainings
- Serve as a backup to other Account Managers as needed
- High school diploma or equivalent
- 1-3 years of experience in employee benefits or benefit administration
- 2-15 license preferred
- Proficiency in Microsoft Suite (Excel, Word, PowerPoint)
- Strong organizational and communication skills
- Ability to manage multiple projects under tight deadlines
- Working knowledge of different plan designs (Fully Insured, Self-Funded, Level-Funded, HSA, HRA plans)
- Familiarity with key benefit-related compliance areas (ERISA, COBRA, FMLA, ADA, ACA, Section 125, Workers' Compensation, Medicare, OBRA, DOL)
- Experience with 401(k) and retirement plans
- Ability to orally communicate effectively with others
- Ability to communicate effectively in writing
- Ability to work cooperatively with clients, vendors, and colleagues
- Ability to interact patiently and respectfully with a wide variety of individuals
- May be exposed to prolonged periods of sitting in performing regular job duties
- May be required to lift 20 pounds
- May be required to accomplish job duties using various types of equipment and supplies, including but not limited to pens, pencils, calculators, cell phones, computer monitors, computer keyboards, telephones, etc.
All qualified applicants will be asked to complete a short online assessment after submitting their application.
Job Type: Full-time
Benefits
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Marketing-
Industries
Staffing and Recruiting
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