Benefits Account Manager

Harrison Gray Search has partnered with an award-winning, privately held insurance and financial services firm to find an experienced Benefits Account Manager. Our client is a premier, all-lines broker that has been recognized as a "Best Place to Work" and holds a gold standard for excellence in customer service.

Role Overview

The Benefits Account Manager is a client-facing professional responsible for managing the daily operations and serving as the primary point of contact for an assigned book of business. This role involves high-level collaboration with Account Executives throughout the pre-renewal, renewal, and post-renewal phases to ensure a seamless client experience.

Key Responsibilities

• Account Management: Act as the main day-to-day contact for clients, managing operations and leading service calls.
• Marketing & Analysis: Manage renewal and new business carrier marketing and analysis using established workflows.
• Implementation & Audits: Spearhead carrier and vendor implementation and facilitate post-renewal audits.
• Communication: Create benefits communication materials and presentations for clients.
• Issue Resolution: Handle escalated billing, eligibility, and claim requests, and resolve any carrier or vendor errors.
• Leadership: Educate, train, and mentor team members while delegating tasks as appropriate.
• Documentation: Maintain accurate records of all activities in the agency management system.

Qualifications

• Licensing: Must hold an active Life & Health Insurance license.
• Professional Experience: At least 5 years of experience in employee benefits service.
• Market Expertise: A minimum of 2–3 years of experience managing a book of business in the 50+ lives market.
• Technical Skills: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and experience with agency management systems.
• Preferred Knowledge: Experience with level-funded and self-funded plans is preferred.
• Location: Local residency (MD, DC, VA) is preferred to attend open enrollment meetings as needed.

Compensation & Culture

• Work Environment: This is a hybrid role within a supportive and professional organization.
• Pay: Salary is commensurate with qualifications and experience.
• Incentives: Bonus opportunities are available based on retention, new business, and client satisfaction goals.
• Benefits: A comprehensive package is offered, including health, dental, life insurance, 401K, and disability coverage.