Benefits Account Manager

Liberty Insurance Brokers - Conshohocken, PA

Full-time - Mid Level

Remote - Conshohocken, PA

1-10 employees

Insurance Carriers and Related Activities

About the position

The Benefits Account Manager at Liberty Company Insurance Brokers will play a crucial role within the Employee Benefits team, focusing on managing a portfolio of new and renewal accounts for small business clients. This position emphasizes strong technical knowledge in benefits administration, excellent communication skills, and the ability to work both independently and collaboratively. The role involves client relationship management, renewal coordination, and supporting various administrative and compliance-related tasks.

Responsibilities

• Provide technical support to Producers on new and renewal accounts, including preparing quotes and conducting open enrollment meetings.
• Handle all account management activities, ensuring professional communication with clients, insurance carriers, and internal teams.
• Act as the primary contact on assigned group accounts and attend client meetings as needed.
• Assist in setting up client files and managing data input into internal systems such as AMS360 and Benefit Point.
• Handle CMS filings, SPDs, and other annual compliance requirements, following the current Renewal checklist.
• Respond to client requests within a two-hour window, setting clear expectations for resolution timelines.
• Manage benefits websites and mobile app updates, ensuring content is current.
• Take full ownership of the renewal process, including gathering quotes and preparing necessary documentation for clients.
• Support ease administration for group benefits and coordinate the renewal process, ensuring accuracy and timeliness.
• Provide backup support for absent team members and assist with overflow to meet client needs and deadlines.
• Negotiate on behalf of clients for claims exceptions and contract amendments.
• Collaborate with team members in a hybrid work environment, ensuring smooth communication and workflow.
• Leverage strong Excel capabilities to prepare, analyze, and present data for renewals and client presentations.
• Stay current on industry trends, product updates, and compliance requirements.

Requirements

• Experience in employee benefits administration with a proven track record of managing renewal processes and client accounts.
• Strong Excel skills, including the ability to perform advanced functions and streamline tasks.
• Familiarity with AMS360 and Benefit Point is preferred.
• Excellent organizational and multitasking abilities, with a focus on detail and accuracy.
• Ability to work independently and take initiative while collaborating effectively within a team.
• Strong communication skills, both written and verbal, with a professional and client-focused approach.

Nice-to-haves

• Experience with a diverse client base, including manufacturers and municipalities.
• Licensure in insurance and a book of business.

Benefits

• Paid training
• Paid holidays
• Paid time off
• Continued education support
• Company sponsored stress management programs/activities
• Opportunities to give back to the local community