Group Benefits Account Manager

Group Benefits Account Manager

The Group Benefits Account Manager is responsible for managing and servicing a portfolio of employee benefits clients while delivering exceptional client experiences and operational excellence. This role serves as a trusted advisor to clients and a key partner to Producers, supporting the retention, growth, and expansion of group benefits business. The Account Manager may also contribute to account rounding and new business development in alignment with agency best practices, policies, and procedures.

Key Responsibilities:

• Serve as a primary relationship manager for an assigned book of employee benefits clients, fostering long-term partnerships built on trust, responsiveness, and expertise.
• Provide professional, proactive, and personalized service to clients and carrier partners, acting as the main point of contact for escalated or complex service matters.
• Coordinate, manage, and participate in client meetings, both virtual and in-person, including renewal strategy discussions, enrollment planning, and ongoing service reviews.
• Support Producers by delivering high-quality account management, assisting with client presentations, and identifying cross-sell and account rounding opportunities.
• Independently market smaller and/or less complex accounts, including preparing renewal and new business options and presenting recommendations to clients, with or without Producer involvement.
• Strategically plan and manage annual renewal cycles, open enrollment periods, plan changes, and carrier implementations to ensure smooth transitions and compliance.
• Develop and deliver clear, professional employee-facing communications, including benefit enrollment guides, benefit summaries, presentations, enrollment materials, and related documentation.
• Manage day-to-day service needs such as eligibility updates, billing inquiries, claims support, and carrier coordination.
• Prepare, process, and deliver required forms and documentation, ensuring accuracy and integrity of client data within agency management systems.
• Maintain strong working knowledge of agency products, carrier offerings, and industry trends to provide informed guidance to clients.
• Stay current on legislative and regulatory changes impacting employee benefits through ongoing education, carrier meetings, seminars, and professional development.
• Collaborate effectively with internal teams while exercising sound judgment, strong analytical skills, and a solutions-oriented mindset.
• Perform additional duties and responsibilities as assigned by management.

Qualifications:

• Bachelor's degree preferred; minimum of two (2) years of related experience in the insurance or employee benefits industry required.
• Active Florida 2-15 Life & Health Insurance license required.
• Strong working knowledge of employee benefits lines, including both standard and more complex coverage structures offered through the agency.
• Familiarity with self-funded programs preferred.
• Experience with agency management systems required; Vertafore AMS360 and ImageRight experience strongly preferred.
• Proficiency with Microsoft Office Suite, document management platforms, and carrier-specific systems.
• Demonstrated ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment.
• Professional demeanor and appearance with a strong commitment to customer service excellence.
• Excellent verbal, written, and interpersonal communication skills, including public speaking and client presentations.
• Proven ability to work independently while remaining reliable, accountable, and detail-oriented.
• Willingness to travel approximately 10% for client meetings, enrollments, and related events.
• Bilingual proficiency in Spanish is highly valued to support and serve a diverse client base.

Hours: Monday-Friday, 8:30am-5:00pm (Flexible)

Office Location: 5900 Hiatus Road, Tamarac, FL 33321

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.