Employee Benefits Assistant Account Manager

Job DetailsJob Location: Strategic Benefits Office - Morristown, NJ 07960Salary Range: $60,000.00 - $70,000.00 Salary/yearThe Liberty Company isn’t just an insurance brokerage—it’s a place where culture comes first. With our fresh approach and award-winning work environment, we’ve grown exponentially by putting people at the center of everything we do. If you’re ready to find your Joy of Being (JOB), we want to hear from you!

At Liberty, we foster entrepreneurship, creativity, and collaboration. In addition to competitive pay and excellent benefits, we offer PTO, holiday pay, paid training, stress management programs, opportunities to give back, and so much more.

We’re excited to welcome our next talented Assistant Account Manager for our employee benefits department in Morristown, NJ. If you’re enthusiastic, team-oriented, and ready to thrive in a people-first culture, we’d love to meet you!

 

Position Summary

The Assistant Account Manager supports the effective delivery of employee benefits programs to group clients by working closely with the Producer, Account Management, and other internal team members. This role combines operational experience, client service, and compliance awareness to ensure a remarkable client experience and smooth administration of benefit plans.

 

Essential Duties and Responsibilities:


Collaborate with the Producer, AE, AM, and internal stakeholders to complete service tasks for assigned clients, ensuring all benefit-related activities are executed accurately and on time
Cultivate strong relationships with clients, carriers, and vendors by understanding client needs, anticipating challenges, and proactively addressing concerns
Stay informed on industry regulations and compliance requirements, supporting broker compliance tasks and helping to indemnify company risk under the direction of the AE
Investigate and resolve benefit-related inquiries and concerns, including billing, claims, eligibility, and system errors, demonstrating a commitment to client satisfaction
Provide clear and concise communication to clients, internal and external stakeholders, ensuring all parties are informed and aligned
Maintain detailed and accurate records using internal agency management systems, shared file systems, and other applicable software applications
Assist in the creation and review of employee benefit guides, presentations, and other key documents that are client and employee facing
Assist with employee communication and open enrollment materials and meetings
Learn and maintain benefit administration platforms as needed, supporting both internal processes and client needs
Acknowledge and respond to all client requests promptly and professionally, setting timeline expectations when issues require additional time to resolve
Develop and maintain excellent carrier and vendor relationships to facilitate effective plan administration and issue resolutions
Support the overall development and advancement of the employee benefits team by performing other tasks and projects as assigned
Leverage critical thinking and process improvement skills to recommend enhancements to workflows and client service delivery
Know when to escalate and/or apprize the producer of unusual activity/red flags on accounts
Uphold department best practices
Support team and perform other duties as assigned

QualificationsMinimum Qualification:


Active NJ DOI Life and Health Insurance 
At least two years of client service or benefits administration in benefits brokerage/insurance industry supporting 50-500 employees. 
Work schedule: 8:30 – 5:00pm EST M-F  
Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits


Key Competencies:


Benefits product and eligibility knowledge
Experience with MS Office, particularly Excel, Power Point, Publisher and data management software; benefits administration software highly desired (Employee Navigator)
Strong organizational and time management skills
Excellent written and verbal communication abilities
Proactive problem-solving and critical thinking
High attention to detail and accuracy 
Ability to work collaboratively in a team environment
Commitment to client service and satisfaction 
Adaptability to changing regulations and client needs


 


Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with to