Account Manager

We are an independent employee benefits brokerage focused on delivering strategic, high-touch service to small and mid-sized employers. Our clients rely on us to navigate complex renewals, funding strategies, and ongoing benefits administration with precision and care.

The Role
We are seeking an experienced

Account Manager

to take full ownership of a book of small to mid-sized clients. This role is responsible for the

entire client lifecycle —from onboarding and implementation through renewal strategy and ongoing service.

Key Responsibilities

Own and manage a full book of business

(small to mid-sized groups) as the primary point of contact

Lead the

entire client lifecycle , including onboarding, implementation, ongoing service, and renewals

Develop and present

renewal strategies , including plan comparisons, contribution modeling, and funding recommendations

Proactively identify opportunities for plan improvements, cost containment, and enhanced employee experience

Handle escalated service issues and provide thoughtful, timely resolutions

Oversee open enrollment planning and execution, including employee communications and meetings as needed

Review plan documents, contracts, and billing for accuracy

Ensure compliance support (COBRA, eligibility, basic regulatory guidance) is delivered effectively

Qualifications

2–4+ years of experience in employee benefits, ideally in a brokerage or consulting role

Demonstrated ability to

manage a book of business independently

Strong knowledge of medical plans, networks, and funding strategies (fully insured, level-funded, self-funded)

Experience leading renewals and presenting recommendations to clients

Excellent communication skills with the ability to translate complex concepts into clear, client-friendly guidance

Highly organized with strong attention to detail and ability to manage competing priorities

Proficiency in Excel and benefits administration platforms

Active Life & Health license required

What We’re Looking For

Someone who takes

true ownership

and accountability for their clients

A proactive, solutions-oriented thinker who anticipates client needs

Ability to manage busy renewal cycles while maintaining a high level of service

Strong relationship builder who can earn client trust and operate as an advisor

Team-oriented mindset with a willingness to collaborate and support colleagues

Why Join Us

High level of autonomy and ownership over your book

Direct exposure to strategy, renewals, and client decision-making

Collaborative, supportive team environment (no silos)

Opportunity for long-term growth into senior or leadership roles

Competitive compensation and benefits

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