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Insurance, Financial Services, Wholesale Brokerage

Account Manager - Employee Benefits

United StatesOnsiteFull TimePosted 8 days agoVisa sponsorship available

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Required skills

  • employee benefits experience
  • Microsoft Office
  • Excel
  • Word
  • PowerPoint
  • account renewals
  • compliance requirements
  • employee enrollment collateral
  • employee education meetings
  • service issues

Nice to have

  • Microsoft Teams
  • Monday.com

Role summary

Relion Insurance Services is seeking an Account Manager to provide ongoing service and renewal support for employee benefit accounts. This role requires a strong understanding of employee benefit programs and excellent client service skills to ensure account retention, compliance, and stability. Responsibilities include managing renewals, coordinating enrollment, resolving service issues, and staying updated on industry changes and legislative updates. The position requires a current Health and Life insurance license and a minimum of three years of employee benefits experience. Proficiency in Microsoft Office is essential, with experience in Microsoft Teams and Monday.com preferred. Bilingual Spanish skills are also preferred.

Position Summary

The Account Manager provides ongoing service and renewal support for Relion Insurance Services accounts, including groups of one or more and acquired business through broker partnerships. This role requires strong knowledge of employee benefit programs and a high level of client service to ensure retention, compliance, and stability within the assigned block of business.

Key Responsibilities

  • Manage account renewals, including discussion of plan options, alternate products, final decisions, and compliance requirements to support successful retention.
  • Submit final renewal elections and required documentation to internal support teams, carriers, and Enrollment & Billing.
  • Coordinate delivery of required employee enrollment collateral and conduct employee education meetings, both virtually (Teams) and in person.
  • Resolve escalated service issues related to billing, claims, or overall account support, and provide feedback to management.
  • Maintain current knowledge of carriers, products, procedures, and legislative changes through internal and external training, as well as required staff and department meetings.
  • Utilize shared file repositories, CRM platforms, and other SaaS systems as required to support account management activities and the expanding needs of the business.
  • Travel to regional clients as needed, with potential expansion based on business needs.
  • Perform special projects and additional duties as assigned.

    • Education, Licensing & Certifications

  • Current Health and Life insurance license (required).

    • Experience & Qualifications

  • Minimum of three (3) years of employee benefits experience.
  • Bilingual (Spanish) preferred.
  • Strong written and verbal communication skills, including public speaking and group presentations.
  • Ability to effectively present employee benefit information to business owners and employees.
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
  • Experience with Microsoft Teams and Monday.com preferred.

    • The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

  • Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
  • Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
  • Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
  • Health Savings Account with company contributions
  • Health Care FSA, Dependent Care FSA, and Commuter Benefits
  • Parental Leave and Adoption Assistance
  • Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
  • Retiree medical benefits available for Medicare-eligible retirees
  • 401(k) with company match
  • Generous Paid Time Off and Company Holiday Schedule
  • Collaborative, continuing education focused work environment
  • Career advancement opportunities
    • Ready to apply?
    You'll be redirected to Amwins's application page.

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