Benefits Account Manager

Summary

Crawford Thomas Recruiting is recruiting for an employee benefits commercial insurance firm. The Benefits Account Manager will serve as the primary day-to-day contact for assigned clients and manage employee benefits programs from implementation through ongoing account management. The role focuses on client relationships, open enrollment, benefits presentations, new account implementation, and coordination with employers, employees, carriers, vendors, and internal teams.

Responsibilities

• Remotely manage ongoing relationships with assigned clients as the primary point of contact
• Lead open enrollment meetings, presentations, employee communications, and enrollment materials
• Explain benefit plans, changes, and enrollment processes to employees and leadership
• Manage new client onboarding and implementation, including timelines, documentation, and carrier requirements
• Coordinate with insurance carriers, third-party administrators, payroll providers, and vendors to resolve issues
• Assist with plan changes, renewals, eligibility, and employee enrollment matters
• Prepare client-facing benefit summaries, renewal information, and enrollment materials
• Monitor account activity, deadlines, and deliverables
• Assist with annual renewals and communicate plan changes and recommendations
• Address employee questions and troubleshoot benefits issues when appropriate
• Maintain accurate client records and documentation
• Identify opportunities to improve the client experience and strengthen relationships
• Manage multiple accounts and competing priorities while maintaining attention to detail
• Partner with internal teams to provide a seamless client experience

Skills

• 3+ years of experience in employee benefits, health insurance, benefits consulting, or a related field
• Client-facing account management experience within the benefits/insurance industry
• Experience conducting or participating in open enrollment meetings and employee benefit presentations
• Experience onboarding and implementing new benefits clients
• Strong understanding of employee benefits, including medical, dental, vision, life, disability, and ancillary products
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Ability to manage multiple client accounts and deadlines simultaneously
• Comfortable presenting information to groups and communicating with employees and company leadership
• Strong problem-solving and customer-service skills
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Ability to work independently while collaborating effectively with a team
• Experience with a benefits consulting firm, brokerage, or insurance agency
• Life & Health insurance license preferred
• Experience with benefits administration platforms or enrollment systems
• Experience managing mid-sized employer groups
• Knowledge of ACA compliance and other employee benefits regulations

Qualifications

Must Haves

• 3+ years of experience in employee benefits, health insurance, benefits consulting, or a related field
• Client-facing account management experience within the benefits/insurance industry
• Experience conducting or participating in open enrollment meetings and employee benefit presentations
• Experience onboarding and implementing new benefits clients
• Strong understanding of employee benefits, including medical, dental, vision, life, disability, and ancillary products
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Ability to manage multiple client accounts and deadlines simultaneously
• Comfortable presenting information to groups and communicating with employees and company leadership
• Strong problem-solving and customer-service skills
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Ability to work independently while collaborating effectively with a team

Nice to Haves

• Experience with a benefits consulting firm, brokerage, or insurance agency
• Life & Health insurance license preferred
• Experience with benefits administration platforms or enrollment systems
• Experience managing mid-sized employer groups
• Knowledge of ACA compliance and other employee benefits regulations

Benefits

• Health benefits
• Dental benefits
• Vision benefits