Benefit Account Manager

Wakefield ,



  • Overall management and oversight related to agency accounts (exclusive of sales functions)
  • Marketing and Underwriting assistance for new and renewed accounts (Fully Insured and Self-Funded)
  • Collecting and reviewing census data during renewal / marketing
  • Spreadsheet and proposal preparation
  • Thoughtful analysis of options
  • Responsible for the successful and timely implementation of new and renewed accounts
  • Coordinate communication / enrollment materials
  • Present benefit details at employee open enrollment meetings
  • Enrollment and billing
  • Advocate for employer and employee issues
  • Intermediary between employer, employee and insurance or TPA’s regarding dispute resolution
  • Work with clients and their outside advisers to identify compliance related concerns relating to benefit offering.
  • Certificate and contract review to assure benefits meet warranty’s made in sales proposal and meet the expectations of the client


    • College degree preferred, however at a minimum a high school diploma or equivalent degree and at least three years of experience in employee benefit account management, or equivalent combination of education and experience.
    • Maine agent’s license in Health and Life.
    • Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
    • High level of patience and empathy while working under pressure.
    • Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required. Knowledge of Power Point preferred.
    • Demonstrated ability to compose clear and accurate routine and non-routine correspondence.
    • Proficient in Adobe
    • Ability to learn multiple new web applications for data entry
    • Proficient in managing projects
    • Strong organizational skills, high attention to detail, responsive and self-motivated.
    • Familiarity with the health insurance industry and New England carriers preferred.

Apply Now

Ready to Join Our Winning Team? 
Fill out the form below and upload your resume. We look forward to hearing from you.