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Full-time
bachelor degree
Medical, Dental, Vision, Prescription drug coverage, 401k, Equity incentive plan
Posted 36d ago
~40 hrs/week
Responsibilities
The Account Manager serves as the primary relationship manager for employee benefits clients, leading renewal strategies and ensuring exceptional service and retention. They also provide leadership to internal team members and act as a trusted advisor for strategic benefits planning and compliance.
Requirements
Candidates must have at least 5 years of experience in employee benefits account management or brokerage and hold an active Life & Health Insurance License. A bachelor's degree in a related field is preferred, along with strong knowledge of insurance regulations and carrier markets.
Full job description
Position Summary:
The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success.
Supervisory Responsibilities:
Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable.
Support employee development, training, and performance improvement initiatives.
Participate in recruitment and interview processes as needed.
Essential Tasks:
Manage and maintain strong client relationships to ensure satisfaction, retention, and long-term growth.
Lead all aspects of the client renewal process, including marketing, carrier negotiations, cost analysis, recommendations, and implementation.
Develop and execute strategic benefits plans aligned with client goals and financial objectives.
Facilitate annual service planning and core client meetings, delivering actionable insights and recommendations.
Gather client information, prepare requests for proposals (RFPs), and obtain alternative plan designs and carrier quotations.
Act as liaison between clients, insurance carriers, third-party administrators, and benefit vendors.
Coordinate implementation of new clients, including onboarding activities, timelines, and carrier setup.
Manage mid-year plan changes, vendor implementations, and ongoing service requests.
Prepare and present open enrollment materials and employee benefit communications through virtual and in-person meetings.
Assist employees and clients with policy inquiries, claims issues, billing concerns, and coverage questions.
Ensure client compliance with applicable regulations including ERISA, COBRA, HIPAA, ACA, and other employee benefits requirements.
Conduct compliance reviews and support required filings and documentation.
Complete and validate pre-renewal and renewal documentation to ensure accuracy and timely submissions.
Support sales and consulting teams in finalist meetings, presentations, and new business opportunities.
Identify opportunities for expanded service offerings and additional client solutions.
Assist with implementation and utilization of benefits technology platforms, online enrollment systems, and benefit administration tools.
Support wellness initiatives and employee engagement strategies.
Maintain accurate client records and workflow management within agency systems and CRM platforms.
Perform other duties as assigned.
Specific Knowledge, Skills, and Abilities:
Ability and desire to collaborate effectively with clients, carriers, vendors, and internal teams.
Strong organization, prioritization, and time management skills with exceptional attention to detail.
Excellent verbal, written, presentation, and interpersonal communication skills.
Strong analytical and problem-solving abilities.
Ability to manage multiple projects and competing deadlines in a fast-paced environment.
Client-focused mindset with commitment to exceptional service.
Highly motivated self-starter capable of working independently while contributing to team success.
Ability to build and maintain productive professional relationships.
Strong project management and meeting facilitation skills.
Ability to maintain confidentiality and handle sensitive personal and medical information in compliance with HIPAA guidelines.
Accountable, dependable, and committed to delivering high-quality work.
Adaptability and willingness to embrace change and continuous improvement.
Commitment to continuous learning and professional development.
Experience and Education:
Bachelor's degree in Business, Human Resources, Finance, Risk Management, or related field preferred; equivalent industry experience may be substituted.
Minimum 5 years of employee benefits account management, brokerage, consulting, or related insurance experience.
Strong knowledge of employee benefits products, funding arrangements, and carrier markets.
Experience with ACA, ERISA, COBRA, HIPAA, and other employee benefits regulations preferred.
Experience supporting medium to large group accounts preferred.
Experience with fully insured and alternative funding arrangements preferred.
Licensing and Credentials:
Active Life & Health Insurance License required.
Industry-Related designations preferred.
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
Experience with CRM systems and benefits administration technology platforms.
Applied Epic experience preferred; experience with comparable Agency Management Systems (AMS) acceptable.
Physical Requirements:
Ability to lift 25 pounds.
Repeated use of sight to read documents and computer screens.
Repeated use of hearing and speech to communicate by telephone and in person.
Repetitive hand movements including keyboarding, writing, and data entry.
Walking, bending, sitting, reaching, and stretching in all directions.
Benefits & Compensation:
Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Employee Wellness Program
Company paid holidays, plus PTO
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits. Since 1948, the firm has combined national reach with local expertise, ranking as the 16th largest independent insurance brokerage in the U.S., according to The Hales Report. Higginbotham delivers customized programs supported by its Day Two Services®, ensuring clients receive proactive guidance and support throughout the life of every policy.
Guided by a values-driven culture, the firm is committed to its employees, clients, carrier partners and the communities it serves. Learn more at Higginbotham.com.
Offices: 500 W 13th St, Fort Worth, Texas 76102, US
Business InsuranceEmployee BenefitsPersonal InsuranceRetirement PlansLife InsuranceExecutive BenefitsRisk ManagementBenefit Plan Administrationand HR ServicesHuman Resources
How many Management & Leadership jobs are open in Dublin, OH right now?
There are currently 263 open management & leadership positions in Dublin, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Dublin, OH?
Companies currently hiring include Cardinal Health, Sarnova, OCLC, Pepper Construction Group, National Church Residences, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Dublin, OH?
Yes — 72 of the 263 open management & leadership positions offer remote or hybrid work (19 remote, 53 hybrid).
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