Benefits Account Manager

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.