Employee Benefits Account Manager

Higginbotham

. Maintain professional relationships with clients through exceptional customer service .

Posted 10/5/2026full-timeRemote • Oklahoma • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Employee Benefits and Account Management, with a strong understanding of compliance requirements and industry regulations. Proficient in managing client relationships and facilitating business processing through effective communication and organizational skills.

Highest-signal resume keywords

Employee Benefits ManagementAccount Management ExperienceLife & Health LicenseMicrosoft Excel ProficiencyKnowledge of ACA and ERISA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee BenefitsAccount ManagementProposal PreparationPremium CalculationBilling Statement AuditingOpen Enrollment PresentationClient Data AnalysisCarrier Product InvestigationWorkflow ManagementCompliance Education

Soft Skills

Customer ServiceRelationship BuildingAdvocacyCommunicationTime Management

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft OutlookApplied EpicAgency Management System

Certifications & Qualifications

Active Life & Health LicenseIndustry-Related Designations

Industry Keywords

Affordable Care ActEmployment Retirement Income Security ActFully Insured Financial ArrangementsAlternative-Funding MethodsFederal/State LawsBenefit ProgramsClient Service RequestsProposal PresentationsCarrier DevelopmentsContinuous Learning

About the role

Key responsibilities & impact

Maintain professional relationships with clients through exceptional customer service
Manage a book of business comprising fully insured and level funded clients
Support Producers in producing new business and renewing existing business
Serve as an advocate for clients and their employees
Act as the primary contact between clients, prospects, agency, and producers
Handle or refer client service requests
Market accounts beginning 120 days before renewal
Gather account information and submit it to carriers to obtain proposals
Investigate carrier products and analyze client data to recommend plans and proposals
Review proposals for accuracy and prepare proposal presentations with Producers using spreadsheets and exhibits
Calculate premiums and payroll deductions and audit billing statements
Generate open enrollment materials and conduct open enrollment presentations
Process paperwork for carrier submission
Direct transitions from one carrier to another
Update account files in the agency management system
Set priorities and manage workflow for timely and accurate transaction processing
Maintain knowledge of carrier developments and federal/state laws affecting benefit programs
Educate and advise clients on compliance requirements and deadlines
Develop relationships with insurance carriers to facilitate business processing
Maintain accurate agency files
Process incoming mail requests
Attend required training sessions and complete assignments
Perform other related tasks as needed

Requirements

What you’ll need

5 years of Employee Benefits and Account Management experience in the insurance field required
Strong understanding of current employee benefits, regulations, and industry standards
Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
Experience with fully insured financial arrangements and alternative-funding methods preferred
Commitment to continuous learning and professional development
Active Life & Health License required
Industry-related designations preferred
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions