Benefits Account Manager - Atrium

Our client, a dynamic company at the forefront of the insurance brokerage, financial services, and HR sectors, offering innovative, personalized, and tech-enabled solutions designed for today’s modern work-life experience. Recognized nationally for its culture of caring, they empower both employers and individuals to excel in their professional and personal lives. Serving over 100,000 employers and millions of individuals, their comprehensive offerings include fully integrated worksite products and services, along with expert retirement and wealth management advice. Their extensive presence in major markets across the United States ensures that we provide accessible, tailored support to their clients, fostering strong relationships built on trust and excellence. Here, as a Benefits Account Manager you’ll be part of a collaborative team that values your contributions and is dedicated to making a meaningful impact in the lives of those we serve.

Salary/Hourly Rate:

$70,000 – $80,000

Position Overview:

The Benefits Account Manager plays a critical role in delivering our value proposition, developing client relationships, and ensuring overall client retention. This Benefits Account Manager position partners with a Client Service Team to manage a shared book of business, acting as a knowledgeable resource on all aspects of clients’ benefit programs and related services.

Responsibilities of the Benefits Account Manager:

• Work collaboratively to retain a book of business
• Build and maintain excellent relationships with clients and vendor partners
• Implementation specialists use their technical knowledge to install, monitor, and customize clients systems after an initial purchase of hardware or software
• Assess problems and work towards quick resolutions
• Communicate key developments, delays, and client requests to all team members
• Provide clear timelines for open enrollment and renewal implementation
• Stay current on employee communication, wellbeing, and benefits administration best practices
• Update internal systems with documentation on client work, meetings, and project status
• Educate clients employees on benefits and wellbeing programs
• Effectively manage open enrollment, new hire orientations, and communications
• Guide the Communications team in developing client deliverables such as booklets and videos
• Conduct sessions with clients to gather and analyze business requirements
• Ensure compliance with employer requirements and timelines
• Manage the implementation of new policies and ensure accuracy in applications
• Travel as needed for client meetings and employee group sessions
• Serve as a point of escalation for implementation and client-related issues
• Complete other duties as assigned and promote ideas for improvement
• Attend training and participate in coursework for professional development
• Utilize tools and systems to enhance job performance
• Maintain a positive, can-do attitude

Qualifications for the Benefits Account Manager:

• An Individual Producers License in Health and Life Insurance is required within 90 days of employment (first exam attempt within 60 days)
• Ability to work independently with minimal supervision
• Two or more years of experience in health and welfare benefits
• Excellent relationship-building skills, fostering trust and rapport
• Strong communication skills, both verbal and written
• Proficiency in public speaking and group presentations
• Highly organized and able to manage multiple projects effectively
• Resilient and adept at working in a fast-paced environment
• Proactive in identifying potential issues and developing solutions
• Proficient in MS Office (Excel, PowerPoint, Outlook); experience with Brainshark preferred
• Adaptable to change and aligns with company values
• Reliable transportation required for client visits

Education Requirements:

• High School diploma or GED is required
• College degree and professional designations is preferred

Benefits:

• Medical, Dental, and Vision
• 401k, etc.