Employee Benefits Account Manager

Corporate Synergies

. Manage client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business .

Posted 9/28/2026full-timeRemote • New Jersey • United StatesJunior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client lifecycle management, strategic account planning, and project management while effectively communicating and presenting findings to stakeholders. Proficient in maintaining client relationships and delivering tailored benefit solutions.

Highest-signal resume keywords

Client Lifecycle ManagementStrategic Account PlanningProject ManagementLife & Health LicenseMicrosoft Office Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Deliverables PreparationFinancial Implications ModelingProblem Identification and Solution CreationProject Plan ManagementBenefit Solutions Development

Soft Skills

Attention to DetailStrong Communication SkillsOrganizational SkillsAbility to MultitaskRelationship Building

Tools & Technologies

BenefitPointOracleMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

State-Specific Life & Health License

Industry Keywords

Health and WelfareEmployee BenefitsBrokerageHR Benefits RoleInsurance Carriers

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Manage client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business
Work on increasingly complex client-related deliverables
Complete training and professional development in strategic account planning, communication, and project management
Identify an area of focus or subject-matter expertise
Maintain current client files and internal systems according to company protocols
Execute onboarding, ongoing support, and renewal service deliverables across all coverage lines and products
Support development of client goals, objectives, and multi-year strategic plans
Define annual service delivery calendars
Prepare client deliverables using team expertise, tools, and established standards
Communicate and present findings, analysis, and recommendations in meetings, calls, and emails
Prepare standard and ad hoc reports and client projects
Develop and maintain client and vendor relationships
Review employee education and communication materials during periods such as open enrollment
Research, respond to, and resolve client inquiries and service issues
Maintain BenefitPoint, Oracle, and client files according to data standards
Manage client stakeholder contact information for satisfaction and thought leadership purposes
Create and manage internal account plans with the Team Lead and Producer
Interact with carriers and vendors on behalf of clients and the team
Identify and leverage resources for upsell opportunities
Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue
Develop new and creative benefit solutions with guidance

Requirements

What you’ll need

1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role
State-specific resident Life & Health License is required
Bachelor’s Degree preferred
Strong attention to detail, organization, and responsiveness
Ability to model financial implications from benefit programs
Comfortable negotiating with insurance carriers
Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
Ability to identify problems and create effective solutions
Ability to quickly learn new skills
Ability to work collaboratively and independently, meet deadlines, and delegate when necessary
Ability to establish relationships with internal and external stakeholders
Strong oral and written communication skills
Ability to multitask and remain composed under pressure
Basic understanding of general business and financial concepts
Ability to create, organize, and manage a project plan
Basic understanding of strategy and long-term planning