Benefits Account Manager

CareerPaths NWFife, WA
1d

About The Position

Our client is a leading provider of Employee Benefits, Individual & Medicare Insurance services, offering a comprehensive package of benefits. They are currently seeking a diligent and detail-oriented Benefits Account Manager to join their organization. The individual in this role plays a pivotal part in the successful onboarding and ongoing service for both new and renewing employee benefits accounts, acting as the primary liaison between clients, carriers, and internal teams post-sale or renewal.

Requirements

  • Current Washington State Life and Disability Insurance licenses prior to employment.
  • Minimum of 2 years of experience in employee benefits, Human Resources support, or insurance preferred.
  • Experience with Microsoft Word, Excel, Outlook, and PowerPoint.
  • Ability to work extended hours during peak seasons (typically October–February).
  • Exposure to benefits administration platforms (e.g., Ease, Employee Navigator, BenefitPoint or similar).
  • Familiarity with industry regulations including COBRA, ERISA, ACA, and Section 125 plans.
  • Detail-Oriented: Accurately reviews data, identifies discrepancies, and ensures compliance.
  • Organized: Prioritizes daily tasks and manages time effectively across multiple projects.
  • Client-Centered: Demonstrates empathy, professionalism, and responsiveness in all interactions.
  • Collaborative: Works well within a team environment and contributes to group problem-solving.
  • Tech-Savvy: Comfortable navigating digital platforms and adapting to new tools.
  • Independent Thinker: Proactively recommends improvements to workflows and client service delivery.
  • Adaptable: Maintains a positive attitude in a fast-paced, evolving work environment.
  • Strong Communicator: Clearly conveys information verbally and in writing to both clients and team members.
  • Relationship-Builder: Develops rapport and trust with HR contacts, brokers, and carrier reps.
  • Multi-Tasker: Effectively manages a medium-to-large book of business with varying service needs.

Responsibilities

  • Manage benefit plan implementation following client renewal or plan selection.
  • Accurately update internal systems with finalized benefit information.
  • Prepare and provide complete and accurate documentation to carriers and clients.
  • Ensure enrollment details are processed correctly and within required timelines.
  • Review paperwork for accuracy, resolve discrepancies, and follow up as needed.
  • Coordinate with internal teams, carriers, and clients to ensure smooth implementation.
  • Track progress and ensure all implementation steps are completed on schedule.
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