Job Description
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 23 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.