Benefits Account Manager

James A Scott & Son - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

Insurance Carriers and Related Activities

About the position

The Benefits Account Manager will be responsible for servicing client accounts throughout the entire process, including managing Open Enrollment, providing product information, and acting as a subject matter expert in employee benefits. This hybrid role requires collaboration with production teams and a focus on delivering superior customer service to group administrators.

Responsibilities

• Spearhead the full-cycle renewal process for assigned clients, preparing proposals and conducting market research.
• Provide superior customer service to group administrators by answering coverage questions and triaging claim issues.
• Work closely with the accounting division to reconcile commission shortages/overages and communicate with insurance carriers.
• Document all renewal activities in Applied Epic and Zywave's Brokerage Builder.
• Collaborate with production team members on client needs and requests.
• Attend networking events and seminars to stay updated on industry changes and participate in continuing education opportunities.
• Perform other duties as assigned.

Requirements

• BA/BS degree or equivalent combination of education and work experience.
• 2+ years of benefit administration experience.
• Active Life & Health license or ability to obtain within 90 days of employment.
• Proven ability to handle sensitive information and maintain confidentiality.
• Strong communication and presentation skills.
• Superior organization skills and ability to prioritize multiple tasks.
• Proficient with Microsoft Suite, including Excel.

Nice-to-haves

• CEBS designation preferred (not required).
• Experience with ZyWave suite/Brokerage Builder preferred (not required).

Benefits

• Profit sharing through ESOP (Employee Stock Ownership Plan).
• Hybrid work model (3 days in-office, 2 days remote).