Account Manager - OH

Position Summary

We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing the day-to-day service needs of assigned client accounts, supporting plan design, administration, renewals, compliance, and acting as the primary contact between clients, carriers, and vendors. The ideal candidate will bring strong benefits knowledge, excellent relationship management skills, professional communications and a proactive approach to problem-solving.

Essential Duties and Responsibilities

• Serve as the primary contact for clients on all employee benefits matters, including health, dental, vision, life, disability, voluntary benefits and financial products.
• Manage the full client lifecycle, including onboarding, renewals, open enrollment, and ongoing support.
• Coordinate with insurance carriers, vendors, and internal teams to resolve claims issues, billing discrepancies, and service requests.
• Assist with benefits plan design, benchmarking, and financial analysis to support client decision-making.
• Ensure client programs remain compliant with applicable laws and regulations (ACA, COBRA, ERISA, HIPAA, etc.).
• Prepare and deliver presentations, employee communications, and enrollment materials.
• Maintain accurate records, prepare reports, and update benefits administration platforms/HRIS as needed.
• Stay current on industry trends, legislative changes, and best practices in employee benefits.

Knowledge, Skills and Abilities

• Fully insured and/or Self Insured knowledge.
• Microsoft Suite proficient
  • Strong skills in Excel is preferred.
• Strong knowledge of:
  • Employee benefits laws (ERISA, COBRA, HIPAA, ACA, FMLA, etc.)
  • Health and welfare plan designs
  • Open enrollment processes and compliance requirements
• Proficiency with:
  • Benefits administration platforms and HRIS systems
  • Strong Excel skills and data analysis for benefits cost modeling
• Strong customer service and relationship management skills.
• Analytical and problem-solving abilities for claims issues and plan design.
• Communication skills to explain benefits clearly to clients and employees.
• Highly detail-oriented and organized.
• Ability to adjust with a professional demeanor.
• Able to manage multiple clients and deadlines simultaneously.
• Comfortable presenting to executives, HR leaders and employees.
• Negotiation skills for working with carriers and vendors.
• Client-focused with a strong commitment to delivering excellent service.
• Detail-oriented and analytical, with strong problem-solving abilities.
• Proactive and adaptable, with the ability to thrive in a fast-paced environment.
• Team-oriented, with the ability to collaborate across departments.

Education & Experience

• Bachelor's degree preferred (in Business, Human Resources, Finance, or a related field) but definitely not required.
• Some employers may accept equivalent work experience in benefits administration, insurance, or HR in place of a degree.
• State insurance license (Life, Accident & Health) preferred.
• Professional certifications can strengthen a candidate's profile.
• Prior experience (3–7 years) in:
  • Employee benefits administration
  • Insurance brokerage or carrier account management of mid-market (1000+Ees)
  • HR benefits coordination
• Professional experience with group health, dental, vision, life, disability, and voluntary benefits.