Job Location: 3700 South Blvd Suite 400 Charlotte, NC 28209 Or 18809 W Catawba Ave Ste 101 Cornelius, NC 28031 Job Grade: 11 primary functions: The Group Benefits Account Manager is responsible for managing the day-to-day operations and service delivery for a portfolio of client accounts. This role supports the broker by ensuring clients receive timely, accurate, and professional service for their group benefits plans, including medical, dental, vision, life, and disability coverages. The Account Manager acts as the primary point of contact for client inquiries, renewals, onboarding, and ongoing plan administration, while maintaining strong relationships with both clients and carriers.
responsibilities: - Serve as the operational lead for assigned group benefits accounts, ensuring effective delivery of services and satisfaction.
- Coordinate and manage plan renewals, including gathering data, analyzing plan options, and preparing proposal comparisons.
- Act as the liaison between clients, insurance carriers, and internal stakeholders to resolve issues and provide guidance on benefit plan operations.
- Facilitate the onboarding process for new clients, including implementation of benefits plans, enrollment meetings, and systems setup.
- Respond promptly to client questions regarding benefits coverage, claims, billing, eligibility, compliance, and administrative procedures.
- Maintain accurate and up-to-date documentation in agency management systems.
- Monitor compliance with applicable regulations such as ACA, COBRA, HIPAA, and ERISA.
- Provide proactive communication and support to clients on plan updates, deadlines, and benefits best practices.
- Partner with producers and senior account executives on client strategy and account growth opportunities.
- Assist with developing client communication materials, such as employee handouts, benefits guides, and presentations.
- Perform job duties in accordance with the Credit Union's values, mission and vision.
- Performs other duties as assigned.
minimum requirements: - Bachelor's degree in Business, Human Resources or a related field preferred or an equivalent combination of education and experience.
- Minimum of 3 years of experience in employee benefits account management, group benefits insurance brokerage, or related field.
- Active Life & Health Insurance License (or ability to obtain within 90 days of hire).
- Strong knowledge of group benefits plans and insurance industry practices.
- Exceptional service and relationship management abilities.
- Demonstratable ability to deliver clear, engaging and persuasive presentations in front of large groups.
- Strong organizational and time management skills with attention to detail.
- Proficiency with agency management systems and Microsoft Office Suite
- Flexibility to travel including overnight stays as necessary