Maryland - Hybrid
Date Posted

Employee Benefits Account Manager

Position: Account Manager – Employee Benefits

Location: Maryland

Work Environment: Hybrid

Salary: $70k - 90k+ commensurate with experience.

Incentives: Bonus paid during the year

Benefits: See details below

The Opportunity:

  • Become part of a regional independent insurance agency that provides a broad array of property, casualty, risk management, life and health, and employee benefits products and services.
  • Our client believes in empowering their employees.
  • Our client offers employees resources in both technology and industry expertise, still maintains the local flavor of their office.
  • Work on a wide variety of accounts both fully insured and level-funded accounts.
  • Work in groups from 50 - 500 employee lives.

The selected individual will be responsible for assisting the producer with client relations and service, sales, and administration activities of new and existing employee benefits accounts of the Company.

Job Responsibilities:

  • Responsible for client retention and building strong relationships with client personnel. Maintain a thorough understanding of client’s business, insurance objectives, and benefit program.
  • Daily management of assigned client accounts, including but not limited to, claims questions, administrative issues, client requests, and technology needs. Work independently and with the Producer, based on the client needs.
  • Market new business/renewal accounts, review quotes, prepare new business and renewal proposals/spreadsheets, reports and supplemental sales materials for presentation to prospects and clients. Discuss with Producer as needed.
  • Create and prepare open enrollment materials, communication pieces and PowerPoint presentations, as determined necessary for the client.
  • Conduct client presentations, renewal and open enrollment meetings, in the absence of the Producer.
  • Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.
  • Provide recap of meeting/conference call notes to Producer
  • Responsible for maintaining current and accurate client information in the client Agency Management System, Benefit Point and/or BUS, for assigned clients.
  • Review compliance requirements with client and provide timely legislative updates.
  • Obtain claim reports for monthly, quarterly and/or semi-annual claims analysis, based on availability from carrier.
  • Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.
  • Contribute to the enhancement of client services/sales and maintain a familiarity with industry developments and changes with insurance carriers and both Federal and State laws.
  • Attend and complete all training sessions required by client Corporate or Management.
  • Abide by all regulations, policies, work procedures and instructions.
  • Other responsibilities/duties as assigned or requested by Management.


  • Three years of experience in employee benefits account management; preferably at a broker agency.
  • Valid current Life/Health license required.
  • Familiarity with state and federal compliance regulations and industry trends/best practices.
  • Intermediate to advanced proficiency with Microsoft Office products.
  • Detail oriented with the ability to prioritize and multitask.
  • Excellent organizational, interpersonal, and written and verbal communication skills.
  • Outstanding customer service skills.
  • Knowledge of underwriting principals, alternative funding arrangements and self-funding, a plus.
  • Ability to analyze claims and renewal data for fully-insured and level-funded accounts.
  • College degree preferred but not required.

Our client provides Work-Life balance. The benefits package allows you to manage your health, wellness, and financial future.

Benefits include:

  • Medical, Dental, Vision and Prescription Drug Coverage
  • Health Plan Reimbursement Program
  • Health Savings Account (HSA)
  • 401(k) Savings Plan
  • Employee Assistance Program (EAP)
  • Comprehensive Wellness Program
  • Flexible Spending Accounts (FSAs)
  • Life and Disability Plans
  • Long-Term Care
  • Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
  • Low-Cost Loan Program and Student Loan Resources
  • Vacation, Holiday, Sick, and Personal Time Off
  • Comprehensive Onboarding
  • Continuing Education
  • Flexible Work Arrangements
  • Dress for Your Day Dress-Code