Reports To: Director of Benefits 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.-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.
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
Ensure timely and accurate resolution of employee and client concerns, escalating complex issues as appropriate. 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.-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.-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.
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