Job Description

Our client, a highly respected insurance brokerage, is seeking an Account Manager to join their growing Employee Benefits Division . This is a key client-facing role responsible for the day-to-day service and relationship management of assigned benefit accounts.

The ideal candidate is a proactive, detail-oriented professional who thrives in a collaborative environment, takes initiative, and leads clients with confidence and care. If you’re a “go-getter” with a strong work ethic and a passion for client service, this is an excellent opportunity to join a well-established agency with a strong reputation in the industry.

Client Service & Relationship Management

• Serve as the primary point of contact for assigned benefit accounts.

• Respond to client calls and emails promptly—same-day responses are expected.

• Proactively anticipate client needs and provide timely, accurate resolutions.

• Manage client expectations while building trusted relationships.

• Collaborate with Producers and Account Executives to ensure client satisfaction.

Account Operations

• Manage onboarding, renewals, marketing, and proposal creation.

• Handle client documentation, contract review, and post-renewal account cleanup.

• Coordinate claims reporting, billing, receivables, and policy terminations.

• Maintain accurate client records within the Agency Management System (AMS).

• Support compliance and carrier policy adherence; attend carrier trainings as needed.

Administrative & Project Support

• Organize and prioritize daily workflow using “to-do” lists and project tracking.

• Work on special projects and department initiatives as assigned.

• Travel occasionally for client meetings and events.

• Provide backup support to teammates when needed.

• Minimum 3 years of experience as an Account Manager or equivalent role within a mid-to-large insurance agency or brokerage.

• Strong knowledge of employee benefits products, coverages, and markets.

• Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat .

• Experience with agency management systems (EPIC preferred) .

• Exceptional organizational, communication, and interpersonal skills.

• Ability to manage multiple complex projects simultaneously and meet deadlines.

• Strong analytical and math skills; able to calculate rates, commissions, and percentages.

• Must be self-motivated, proactive, and thrive in a fast-paced professional environment.

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