We are seeking an Employee Benefits Account Manager to manage and service a designated book of small group employee benefits clients while delivering exceptional customer service and ongoing account support. This role will serve as the primary point of contact for assigned clients, managing renewals, enrollments, benefit administration, carrier coordination, and compliance support. The ideal candidate has experience in employee benefits, account management, and group health insurance with a strong commitment to client retention and service excellence.
Key ResponsibilitiesAccount ManagementServe as the primary day to day contact for assigned employee benefits clients.
Build and maintain strong client relationships through proactive communication.
Respond to client inquiries and resolve service issues promptly.
Manage ongoing client service requests and policy changes.
Maintain high client satisfaction and retention.
Manage annual renewal processes from data collection through proposal delivery.
Prepare benefit comparisons and renewal presentations.
Coordinate open enrollment meetings and employee communications.
Process new business, employee enrollments, terminations, and qualifying life events.
Educate clients and employees on benefit plans and enrollment options.
Resolve carrier, billing, claims, and eligibility issues.
Provide compliance resources and employee benefits guidance.
Support HR tools, wellness initiatives, and employee education programs.
Promote agency technology platforms and client service tools.
Support implementation of new client accounts.
Maintain accurate records within the agency management system.
Track renewal schedules, service activities, and client deliverables.
Identify opportunities to cross sell additional insurance products including dental, vision, life, disability, and voluntary benefits.
Participate in department meetings and company meetings.
1+ years of employee benefits or insurance experience.
1+ years of account management experience.
Strong knowledge of group health insurance and ancillary benefit products.
Excellent customer service and communication skills.
Strong organizational and time management skills.
Ability to manage multiple client accounts simultaneously.
Proficiency with Microsoft Office.
Experience using agency management software.
Active New Jersey Life and Health Insurance License.
Bachelor's degree.
Experience using Applied Systems Epic.
Experience with employee benefits administration.
Knowledge of compliance and HR resources.
Employee Benefits
Group Health Insurance
Account Management
Benefits Administration
Open Enrollment
Client Relationship Management
Insurance Renewals
Claims Resolution
Carrier Relations
Eligibility Management
Employee Communication
Compliance Support
Customer Service
Microsoft Office
Applied Systems Epic
Agency Management Software
Time Management
Organization
Cross Selling
Problem Solving
Salary: $50,000 to $75,000 annually
Paid Time Off
401(k) with Employer Match
Profit Sharing Plan
Hybrid Work Schedule after 90 days
Medical Insurance
Dental Insurance
Vision Insurance
Long Term Disability
Short Term Disability
Life Insurance
Accident Insurance
Critical Illness Insurance
Accidental Death & Dismemberment Insurance
Identity Theft Protection
Full Time
Salaried Non Exempt
Hybrid Work Environment after 90 days
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platfor