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 operating—and growing—their businesses while we support them with expert HR solutions.
Reports To Director of Benefits
Position Description The Benefits Account Manager supports and manages relationships with a portfolio of high‑end 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, service‑driven relationships and ensures an exceptional client experience. This role anticipates client needs, supports sophisticated benefit discussions, and contributes to continuous improvement—enhancing the overall value delivered to high‑end accounts.
Roles & Responsibilities Client, Broker & Relationship Management
Provide consultative guidance to assigned brokers and clients, focusing on day‑to‑day benefits administration and identifying opportunities to enhance service and client satisfaction
Manage client expectations through proactive communication, timely follow‑up, and consistent delivery of high‑quality 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 in‑person or virtual meetings (e.g., Teams, RingCentral)
Prepare clear and accurate employee‑facing benefit materials based on client specifications
Manage and distribute benefit‑related communication materials for worksites and employees, ensuring accuracy and timely updates
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 non‑Prestige benefit plans, coordinating with external vendors as needed
Issue Resolution Partner with benefit vendors, carriers, and internal teams to investigate and resolve:
Claim‑related issues
Eligibility discrepancies
Billing errors
Coverage concerns
COBRA‑related matters
Cross‑Functional Collaboration
Collaborate with internal client‑facing teams to support integrated service delivery and maintain consistent communication
Analyze issues and participate in collaborative problem‑solving to ensure a smooth and unified client experience
Manage benefit‑related communication materials for worksites and employees, ensuring content is accurate, up‑to‑date, 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
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
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.
#J-18808-Ljbffr
Reports To Director of Benefits
Position Description The Benefits Account Manager supports and manages relationships with a portfolio of high‑end 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, service‑driven relationships and ensures an exceptional client experience. This role anticipates client needs, supports sophisticated benefit discussions, and contributes to continuous improvement—enhancing the overall value delivered to high‑end accounts.
Roles & Responsibilities Client, Broker & Relationship Management
Provide consultative guidance to assigned brokers and clients, focusing on day‑to‑day benefits administration and identifying opportunities to enhance service and client satisfaction
Manage client expectations through proactive communication, timely follow‑up, and consistent delivery of high‑quality 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 in‑person or virtual meetings (e.g., Teams, RingCentral)
Prepare clear and accurate employee‑facing benefit materials based on client specifications
Manage and distribute benefit‑related communication materials for worksites and employees, ensuring accuracy and timely updates
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 non‑Prestige benefit plans, coordinating with external vendors as needed
Issue Resolution Partner with benefit vendors, carriers, and internal teams to investigate and resolve:
Claim‑related issues
Eligibility discrepancies
Billing errors
Coverage concerns
COBRA‑related matters
Cross‑Functional Collaboration
Collaborate with internal client‑facing teams to support integrated service delivery and maintain consistent communication
Analyze issues and participate in collaborative problem‑solving to ensure a smooth and unified client experience
Manage benefit‑related communication materials for worksites and employees, ensuring content is accurate, up‑to‑date, 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
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
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.
#J-18808-Ljbffr