Employee Benefit Account Manager
Clear Consulting Group, Phila, PA, United States
Clear Consulting Group (CCG) is an independent employee benefits consulting and brokerage firm serving small to mid-sized employers. We are a strategy-first firm ‑ our focus is on funding strategy, cost containment, and compliance, not transactional quoting. Our tagline says it best: Be Different, Be Better, Expect More.
We work with a select group of clients and hold ourselves to a high standard of service, documentation, and accountability. If you are looking for a high-volume call center environment, this is not it. If you want to do meaningful work with employers who are genuinely invested in their benefits strategy, keep reading.
The Role We are looking for a part‑time Employee Benefits Account Manager to support our growing client base. This is a hands‑on service role ‑ you will own client relationships day to day, manage renewals, coordinate open enrollment, handle carrier issues, and keep everything documented and moving forward.
This role is approximately 20–25 hours per week, paid hourly, and is largely remote with flexibility based on client and team needs.
What You Will Do
Serve as the primary point of contact for an assigned book of small group clients
Manage the full renewal cycle ‑ from pre‑renewal planning through client decision and implementation
Coordinate and execute open enrollment, including employee communication, platform setup, and carrier submissions
Handle day‑to‑day client service issues ‑ billing discrepancies, eligibility changes, claims escalations, carrier follow‑up
Maintain accurate, up‑to‑date documentation in our CRM for every client interaction
Support compliance tracking across ACA, COBRA, ERISA, and related requirements
Collaborate with CCG's principal on renewal strategy, plan design recommendations, and client communications
Manage benefits administration through online enrollment system and carrier portals
What We Are Looking For
Active Life & Health insurance license (required) ‑ Pennsylvania resident license minimum; multi‑state a plus
2+ years of employee benefits account management experience at a brokerage, agency, or TPA
Working knowledge of small group fully insured and level‑funded plans
Hands‑on experience with benefits administration platforms ‑ Employee Navigator strongly preferred
Solid understanding of ACA compliance requirements for small and mid‑sized employers
Ability to manage multiple client deadlines independently and without close supervision
Strong written and verbal communication ‑ our clients expect proactive, professional service
Commitment to documentation ‑ if it is not documented, it did not happen
Bonus If You Have
Experience with level‑funded or self‑funded plan structures
Familiarity with ICHRA administration or alternative funding strategies
Background working with employers in the 25–100 employee range
Who Thrives Here This role is a strong fit for someone who is organized, accountable, and takes ownership of their client relationships. You do not need to be managed ‑ you anticipate issues, communicate proactively, and follow through without being asked twice. You understand that compliance is not a checklist, and you take the documentation side of account management seriously.
We are not the right fit for someone looking for a high-volume, transactional environment. Our clients value strategic partnership, and we expect the same from our team.
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We work with a select group of clients and hold ourselves to a high standard of service, documentation, and accountability. If you are looking for a high-volume call center environment, this is not it. If you want to do meaningful work with employers who are genuinely invested in their benefits strategy, keep reading.
The Role We are looking for a part‑time Employee Benefits Account Manager to support our growing client base. This is a hands‑on service role ‑ you will own client relationships day to day, manage renewals, coordinate open enrollment, handle carrier issues, and keep everything documented and moving forward.
This role is approximately 20–25 hours per week, paid hourly, and is largely remote with flexibility based on client and team needs.
What You Will Do
Serve as the primary point of contact for an assigned book of small group clients
Manage the full renewal cycle ‑ from pre‑renewal planning through client decision and implementation
Coordinate and execute open enrollment, including employee communication, platform setup, and carrier submissions
Handle day‑to‑day client service issues ‑ billing discrepancies, eligibility changes, claims escalations, carrier follow‑up
Maintain accurate, up‑to‑date documentation in our CRM for every client interaction
Support compliance tracking across ACA, COBRA, ERISA, and related requirements
Collaborate with CCG's principal on renewal strategy, plan design recommendations, and client communications
Manage benefits administration through online enrollment system and carrier portals
What We Are Looking For
Active Life & Health insurance license (required) ‑ Pennsylvania resident license minimum; multi‑state a plus
2+ years of employee benefits account management experience at a brokerage, agency, or TPA
Working knowledge of small group fully insured and level‑funded plans
Hands‑on experience with benefits administration platforms ‑ Employee Navigator strongly preferred
Solid understanding of ACA compliance requirements for small and mid‑sized employers
Ability to manage multiple client deadlines independently and without close supervision
Strong written and verbal communication ‑ our clients expect proactive, professional service
Commitment to documentation ‑ if it is not documented, it did not happen
Bonus If You Have
Experience with level‑funded or self‑funded plan structures
Familiarity with ICHRA administration or alternative funding strategies
Background working with employers in the 25–100 employee range
Who Thrives Here This role is a strong fit for someone who is organized, accountable, and takes ownership of their client relationships. You do not need to be managed ‑ you anticipate issues, communicate proactively, and follow through without being asked twice. You understand that compliance is not a checklist, and you take the documentation side of account management seriously.
We are not the right fit for someone looking for a high-volume, transactional environment. Our clients value strategic partnership, and we expect the same from our team.
#J-18808-Ljbffr