Benefits Account Manager

Reports To: Director of Benefits Company Overview For more than 25 years, we have provided cost effective employee benefits and HR services with transparent pricing and personalized, high quality support. We take pride in building long-term relationships and strong partnerships with our clients, going the extra mile to deliver exceptional service. As a data driven and results focused organization, we are committed to solving HR challenges of any size. By managing HR complexities, we empower our clients to focus on operatingu2014and growingu2014their businesses while we support them with expert HR solutions.u2011effective employee benefits and HR services with transparent pricing and personalized, highu2011quality support. We take pride in building longu2011term relationships and strong partnerships with our clients, going the extra mile to deliver exceptional service. As a datau2011driven and resultsu2011focused organization, we are committed to solving HR challenges of any size. By managing HR complexities, we empower our clients to focus on operatingu2014and growingu2014their businesses while we support them with expert HR solutions. u00a0 u00a0 Position Description The Benefits Account Manager supports and manages relationships with a portfolio of highu2011end clients and brokers, delivering elevated service tailored to complex and premium client needs. This individual serves as a knowledgeable and trusted advisor, ensuring the seamless coordination of benefit administration, proactive issue prevention, and prompt resolution. Acting as the primary operational point of contact for clients, worksite employees, brokers, and insurance vendors, the Account Manager maintains strong, serviceu2011driven relationships and ensures an exceptional client experience. This role anticipates client needs, supports sophisticated benefit discussions, and contributes to continuous improvementu2014enhancing the overall value delivered to highu2011end accounts. u00a0 Roles & Responsibilities Client, Broker & Relationship Management + Provide consultative guidance to assigned brokers and clients, focusing on dayu2011tou2011day benefits administration and identifying opportunities to enhance service and client satisfaction. + Manage client expectations through proactive communication, timely followu2011up, and consistent delivery of highu2011quality support. + Support and guide Benefits Specialists in daily tasks and service delivery, offering coaching on operational workflows without full strategic oversight. + Build and maintain effective working relationships with benefit vendors and carriers to ensure smooth coordination of services. + Participate in vendor meetings to address service needs and assist in resolving operational issues. Presentations & Communications + Conduct presentations and employee meetings to explain available benefit options and help clients understand plan features. + Communicate benefit and renewal updates to clients and employees through inu2011person or virtual meetings (e.g., Teams, RingCentral). + Prepare clear and accurate employeeu2011facing benefit materials based on client specifications. + Manage and distribute benefit-related communication materials for worksites and employees, ensuring accuracy and timely updates. u00a0 Renewal & Enrollment Management + Coordinate and manage the renewal process, ensuring smooth communication, accurate documentation, and timely delivery of client materials. + Participate in medical underwriting conversations with internal partners to support renewal preparation. + Provide guidance and troubleshooting support for benefit enrollment portals. + Review and audit employee benefit enrollments and elections to ensure accuracy. + Support the setup and administration of nonu2011Prestige benefit plans, coordinating with external vendors as needed. Issue Resolution Partner with benefit vendors, carriers, and internal teams to investigate and resolve: + Claimu2011related issues + Eligibility discrepancies + Billing errors + Coverage concerns + COBRAu2011related matters Ensure timely and accurate resolution of employee and client concerns, escalating complex issues as appropriate. Cross-Functional Collaboration + Collaborate with internal clientu2011facing teams to support integrated service delivery and maintain consistent communication. + Analyze issues and participate in collaborative problemu2011solving to ensure a smooth and unified client experience. + Manage benefit-related communication materials for worksites and employees, ensuring content is accurate, upu2011tou2011date, and delivered consistently. Industry Knowledge & Compliance + Attend relevant conferences, webinars, and networking events to maintain current knowledge of benefits programs, federal and state regulations, and PEO industry trends. + Stay informed of insurance coverage developments, market changes, and product offerings. + Provide guidance on ACA compliance and related requirements. + Oversee setup and ongoing administration of non-Prestige benefit plans. + Conduct audits with the Operations team. + Process life events and status changes promptly and accurately. + Participate in regular vendor meetings to support issue resolution and service delivery. Required Skills + Strong interpersonal and relationship-management skills. + Ability to manage multiple renewals simultaneously. + Excellent written, oral, and presentation communication skills. + Solid understanding of employee group benefits, including COBRA. + Strong analytical and problem solving abilities.u2011solving abilities. + Sales mindset with the ability to identify and upsell additional product offerings. + Ability to work independently and collaboratively within a team. + Strong computer proficiency and adaptability to new systems. + Ability to perform well in a high pressure environment.u2011pressure environment. + Knowledge of HRIS systems; Salesforce and Prism preferred. Required Experience & Qualifications + Minimum of five years of client-facing and/or sales experience in group employee benefits. + A thorough understanding of group health plans with the ability to analyze data and prepare recommendations. + Experience in a consultative, strategic role with demonstrated relationship-building skills. + Active Health and Life License required. + PEO experience is required. Must be able to work hybrid: 3 days in the office, 2 days work from home. Tampa office is near the airport. Powered by JazzHR

Created: 2026-03-07