Account Manager - Employee Benefits

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.