Competitive Advantage Benefits Account ManagerThe Competitive Advantage Companies • Red Bank, NJ, US

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Competitive Advantage Benefits Account Manager

The Competitive Advantage Companies • Red Bank, NJ, US

9 days ago

Job type

Full-time

Job description

Competitive Advantage Benefits Account Manager

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Competitive Advantage Benefits Account Manager

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As the Employee Benefits Account Manager at The Competitive Advantage Companies, you will be the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. You'll build and maintain strong client relationships by coordinating plan renewals, overseeing enrollment processes, resolving benefits-related issues, and ensuring exceptional service delivery. This role is highly client-focused, with approximately 65% of your time dedicated to responding to client inquiries via phone and email, 25% spent coordinating projects, and 10% spent in the field supporting client enrollment meetings.

Description

As the Employee Benefits Account Manager at The Competitive Advantage Companies, you will be the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. You'll build and maintain strong client relationships by coordinating plan renewals, overseeing enrollment processes, resolving benefits-related issues, and ensuring exceptional service delivery. This role is highly client-focused, with approximately 65% of your time dedicated to responding to client inquiries via phone and email, 25% spent coordinating projects, and 10% spent in the field supporting client enrollment meetings.

Requirements

Serve as the primary point of contact for assigned employer group clients, fostering strong and responsive client relationships.

Manage the annual benefits renewal process, including quoting, plan analysis, and carrier negotiations.

Develop and present benefit plan recommendations to clients, ensuring tailored and cost-effective solutions.

Coordinate open enrollment activities, including employee communications, meeting materials, and virtual / in-person presentations.

Troubleshoot and resolve employee benefit issues, including claims, billing discrepancies, and eligibility matters.

Collaborate with producers, account executives, and insurance carriers to support client needs and ensure smooth plan administration.

Assist with the implementation of new benefit plans and carrier transitions.

Provide ongoing HR and compliance support to clients, including guidance on COBRA, HIPAA, ACA, ERISA, and other regulatory requirements.

Advocate for employees in claims resolution and benefit eligibility questions.

Maintain accurate and up-to-date records in the agency management system.

Coordinate and resolve client and carrier billing issues.

Manage client census data and databases to ensure reporting accuracy and renewal readiness.

Process new business, including plan setup and documentation.

Provide confirmations and follow-ups for all client service requests.

Stay informed on industry trends, regulatory changes, and emerging product offerings.

Required Qualifications

3+ years of experience in employee benefits, insurance brokerage, or HR benefits administration

Active [State] Health & Life Insurance License, or ability to obtain one within a defined time-frame

Strong working knowledge of group medical, dental, vision, life, disability, FSA / HSA, and other ancillary benefit plans

Experience managing small to mid-sized group markets (2–100+ lives)

Familiarity with insurance carriers, quoting platforms, and HRIS / benefits administration systems

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Excellent communication, organizational, and problem-solving skills

Strong client service orientation and attention to detail

Ability to manage multiple tasks and deadlines in a fast-paced environment

Bachelor's degree from an accredited college or university

Positive, professional demeanor with a collaborative and team-oriented mindset

Preferred Qualifications

Experience with large group benefit plans

Prior use of AgencySmart or similar agency management systems

Why Work At The Competitive Advantage Companies

At The Competitive Advantage Companies, you'll be part of a collaborative, tight-knit team where your work is truly valued. As an Employee Benefits Account Manager, you'll enjoy direct access to account executives who are accessible, engaged, and committed to your success.

We believe in balance. Our standard office hours are 8 : 30 AM to 4 : 30 PM, Monday through Friday. While occasional projects may require additional time, these instances are infrequent. We provide digital tools that allow remote access to our systems and email when needed.

We Offer a Competitive Benefits Package That Includes

Medical, Dental, and Vision Insurance

Life Insurance

401(k) Retirement Plan

Your contributions will be recognized and appreciated—we work together, and we win together.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

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Account Manager • Red Bank, NJ, US

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