Benefits Account Manager / Analyst

Our client, a boutique employee benefits broker, is seeking a Benefits Account Manager / Analyst to join their elite and highly collaborative team. Specializing in mid, large, and jumbo group accounts, this organization is known for its exceptional culture, low turnover, and dedication to excellence.

This role involves managing a portfolio of fully funded and some level-funded accounts earned through referrals, preserving valuable client relationships while ensuring seamless service delivery. With a focus on account management, compliance, and carrier negotiations, this position offers an opportunity to work in a hybrid environment with an industry leader.

Responsibilities

• Manage a book of business consisting of fully funded and level-funded employee benefits accounts.
• Collaborate with multiple producers to handle renewals, marketing, open enrollments, and implementation processes.
• Facilitate carrier administration, negotiations, and compliance requirements.
• Utilize Benefits Navigator and Zywave (broker builder) tools for efficient account management.
• Attend in-person client meetings to provide exceptional service and support.
• Develop and analyze reports in MS Excel, including creating formulas and identifying trends or discrepancies.
• Communicate effectively with clients and carriers to resolve issues and deliver results.
• Stay informed on compliance requirements and industry best practices.
• Provide client-facing support as needed, including assisting with presentations and open enrollment facilitation.

Qualifications

• 10+ years of independent agency experience with a focus on group/employee benefits.
• Proficient in MS Excel, including the ability to write formulas and analyze data.
• Strong analytical skills with the ability to identify differences in quotes and estimates across plans and carriers.
• Experienced in managing self-insured, level-funded, and fully insured accounts from carrier and client perspectives.
• Knowledgeable in compliance regulations, including employee benefits requirements.
• Confident in client-facing roles with excellent communication and presentation skills.
• Familiarity with Zywave or similar tools preferred.
• Must have experience working for an independent broker (carrier, TPA, or captive referrals not accepted).

Benefits

• Employer pays 95% of employee benefits, including life and disability coverage.
• 3% contribution to the 401(k) plan, regardless of employee participation.
• Unlimited PTO.

If you are an experienced benefits professional with a passion for delivering exceptional service and managing complex accounts, this opportunity offers a supportive and rewarding work environment. Apply today to join this elite team!