Technical Account Manager-Employee Benefits

Job Overview:

The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

What You'll Do:

Client Service & Account Management

• Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
• Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
• Coordinate and support open enrollment meetings, including preparation of employee communication materials.
• Complete COBRA paperwork for new group implementations and renewals.
• Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
• Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
• Maintain accurate client and benefits plan information within EPIC's CRM system.
• Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
• Research and resolve billing discrepancies and administrative concerns.
• Keep Client Executives informed of client issues, concerns, and significant events.
• Participate in mentorship, training, and professional development activities.

Operational Excellence

• Work closely with Client Executives to prioritize activities and manage workflows effectively.
• Maintain client documentation, activity logs, and agency management system records.
• Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
• Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
• Consistently project a professional and customer-focused image.

What You'll Bring

• Working knowledge of employee benefits programs, including:
  • Fully insured plans
  • Self-funded plans
  • Level-funded plans
• Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational skills with exceptional attention to detail.
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Effective written and verbal communication skills.
• Experience using agency management systems, HR portals, and related technology platforms.
• High school diploma required; some college coursework preferred.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Demonstrated ability to manage competing deadlines while maintaining a high level of service.
• Strong professionalism, discretion, diplomacy, and ability to handle confidential information.

Licenses & Certifications

• Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
• Valid driver's license.