Benefits Account Manager - Memphis, TN

Job Description

Job Description

Deeply Rooted to Serve

Led by the values and mission of the organization, the Benefits Account Manager is responsible for servicing clients in the employee benefits division. These tasks include building rapport, serving existing and potential customers, identifying their insurance needs, and coordinating the placement of benefit plans to meet those needs. This role ensures high-quality onboarding, strategic renewal management, open enrollment coordination and day-to-day service excellence.

Key Responsibilities

Client Service & Execution

• For new clients, oversee the onboarding of and lead onboarding calls with producer and transition team, as applicable.
• Create and maintain current Scope of Services Agreements in coordination with the producer and client, adhering to the Oakbridge service model.
• At renewal, manage the renewal timeline including adherence to the agreed upon schedule, ensure timely proposal delivery and decision making, and execute contribution strategy.
• Prepare and present renewal presentations and confirm final plan designs with clients.
• Host in-person Open Enrollment meetings and manage post-enrollment calculations (e.g., commissions).
• As needed, address compliance questions, deliver custom client communications, and support vendor selection.
• Oversee the annual compliance calendar and provide specific guidance such as but not limited to 1094 / 1095 reporting and Form 5500 processes.

Reporting & Project Support (Owns the outcome and signs off on deliverables completed by others)

Team Collaboration (Engaged for expertise and input)

Informed Stakeholder (Kept in the loop)

Required Qualifications

Preferred Education / Experience

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance

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