This position manages an assigned book of mid- to large-group employee benefits clients (50–100+) and ensures high-quality delivery of service, renewals, compliance support, and day-to-day account management. You will serve as a primary client contact, manage carrier relationships, coordinate renewals and open enrollment, lead benefits presentations, and support clients across medical, dental, vision, life, disability, and voluntary plans. The role requires strong communication skills, analytical capability, and the ability to work independently while collaborating with internal teams in a fast-moving environment. This is a hybrid position requiring in-office presence three days per week.

Location: Wayne, PA (in-office Tuesday/Wednesday/Thursday; hybrid on other days)

Work Setup: Hybrid – must live within commuting distance; not considering out-of-area candidates

Compensation: Up to $70,000 to $80,000 base salary + up to 10% annual performance bonus + comprehensive benefits package (medical, dental, vision, life, disability, PTO, etc.)

Minimum Requirements: Life/Health/Accident license and 3+ years of experience working with mid to large clients/groups from 50-100+. Knowledge in employee benefits such as medical, dental, vision, LTD, STD, life insurance, etc. P&C, auto/home insurance, or sales agents are not a fit.

Responsibilities

• Deliver day-to-day account management for an assigned book of business
• Resolve client service issues; escalate concerns when needed
• Lead client communication on benefits, compliance, plan designs, and market trends
• Coordinate pricing requests and benefit plan data with carriers and general agents
• Manage third-party service provider activities tied to client accounts
• Create and review benchmarking materials, benefit guides, and enrollment presentations
• Coordinate compliance activities including 5500 filings, SBCs, SPDs, and ACA-related requirements
• Manage renewal administration including presentations, open enrollment planning, and claims discussions
• Support RFP processes, plan comparisons, and pricing analysis
• Collaborate with carriers to implement coverage changes and negotiate renewals
• Develop and support internal communication materials and email campaigns
• Assist with enrollment activities and employee-facing education
• Process enrollments, changes, renewals, and COBRA communications
• Manage CRM updates (Dynamics 365), policy documents, and new-client setup
• Support junior team members through guidance and mentorship
• Drive client retention, satisfaction, and overall value delivery
• Propose improvements to workflows, processes, and client service
• Build and deepen client relationships through proactive engagement