Employee Benefits Account Manager

Job description

Key Responsibilities

Small Group Account Management

Serve as primary service contact for assigned small employer benefits clients addressing inquiries, resolving issues, and ensuring overall client satisfaction

Manage annual renewals including data collection, quoting, plan comparisons, and proposal preparation

Coordinate open enrollment activities including employee communications and enrollment support

Process new business submissions, additions, terminations, and life event changes

Resolve carrier, billing, claimsand eligibility issues ina timelyand professional manner

Independently handle all routine client servicing

Deliver agency value-added offerings such as complianceguidanceandresources, HR tools, employee education,market trends,planperformanceand wellness initiatives

Educate clients on benefit plan options, features, and enrollment processes through workshops, webinars, and individual consultations

Promote agency service tools and technology platforms to improve client engagement

Internal Collaboration and Revenue Support

Provide a seamless client experience and identifyupsell and cross-sell opportunities (dental, vision, life, disability, voluntary benefits)

Maintain accurate client records and documentation within the agency management system

Support onboarding of new clients and ensure smooth implementation

Track service activity, renewal timelines, and client deliverables

Meet service-level standards and retention goals

Attend and actively participate in regular department and monthly company meetings

Reports to: Director of Client Services- Employee Benefits

Department: Employee Benefits

Work Schedule & Classification: Full-time, salaried (non-exempt) position

Salary: $50,000 - $75,000 Annually

Physical Requirements: Must be capable of sitting for a long period of time, working on a computer, standing, and walking.

Required Qualifications

One or more years of employee benefits or insurance experience

One or more years of account management experience

Strong understanding of group health insurance and ancillary benefits

Excellent customer service and communication skills

Strong organizational and time management abilities

Ability to manage multiple accounts and deadlines

Proficiency with Microsoft Office

Proficiency agency management software

Preferred Qualifications

Active New Jersey Life Insurance and Health Insurance Licenses

Bachelor’s degree

Experience using Applied Systems Epic

Benefits

Paid Time Off (PTO)

401(k) with Employer Match

Profit Sharing Plan

Flexible work and In Office/Remote Hybrid Work Schedules (after 90 days)

Insurance options for: Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death & Dismemberment and Identity Theft

About Rue Insurance

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance”, a national designation. We have an exceptional and diverse company culture that has led to our average employee remaining with us for over a decade. Our employees give 5-star customer service to our clients which in turn has fostered our sterling reputation.

Equal Opportunity Employer

Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Who can apply

Review the original listing for work authorization, qualifications and employer requirements.