Account Manager, Employee Benefits
On-siteOrlando, Florida, United States
Job Summary
Serve as the primary day-to-day contact for assigned Employee Benefits books of business, responding promptly to client inquiries, service requests, and coverage questions. Coordinate carrier activities, support renewals, and manage direct implementation, enrollment, and communication processes while maintaining accurate documentation in the agency management system. Research and resolve client issues by collaborating with internal teams and insurance carriers, escalating complex matters as appropriate. Assist with renewal strategies, prepare employee communication materials, and facilitate Open Enrollment meetings. Track compliance requirements and support clients with Form 5500 preparation and required benefit notices. Maintain confidentiality of sensitive client information while prioritizing workload to meet service standards and deadlines.
Required Qualifications
- 2+ years of experience in Employee Benefits account management, client service, insurance, risk management, or financial services
- Hold an Active 2-15 Life and Health license
- Experience supporting employee benefit programs, including medical, dental, vision, life, disability, voluntary benefits, and compliance-related activities
- Strong organizational and problem-solving skills
- Proficiency with Microsoft Excel, including formulas, and data organization
- Strong written and verbal communication skills
- Ability to work effectively both independently and as part of a team
- Prior experience supporting employee benefits, insurance, or brokerage teams
Desired Qualifications
- Experience working with agency management systems, CRM platforms, or benefits administration systems
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