Benefits Account Manager

Posted Yesterday
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Hiring Remotely in Cranston, RI, USA
In-Office or Remote
Junior
Insurance
The Role
Manage client renewal cycles and open enrollment workflows, support brokers and benefits analysts, maintain client data in benefits systems, handle day-to-day client service, prepare renewal materials, ensure documentation accuracy, and drive process improvements while providing professional communication to clients, carriers, and internal teams.
Summary Generated by Built In

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Account Manager to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position.
Responsibilities:

  • Serve as the operational lead for each client’s renewal cycle, ensuring all activities are completed proactively, accurately, and on schedule.

  • Collaborate with brokers to assess client trends, identify issues, and surface opportunities for enhanced solutions or cross‑selling.

  • Partner with benefits analysts to market renewals, evaluate carrier options, and prepare polished, accurate proposals.

  • Review proposals thoroughly, ensuring all information is correct and presented clearly.

  • Assist in preparing materials and summaries for renewal meetings and support brokers during delivery.

  • Communicate updates, recommendations, and next steps clearly to clients.

  • Confirm renewal decisions and ensure all necessary documentation is accurately submitted to carriers.

  • Complete all renewal close‑out tasks within established timelines or inform team lead of any roadblocks or delays.

  • Maintain complete and accurate client data in BenefitPoint, ImageRight, SharePoint, and as applicable, Employee Navigator or other Benefit Technology

  • Document all activity thoroughly to ensure transparency and continuity for the entire team.

  • Manage open enrollment workflows, recertifications, and other client deliverables in a timely and organized manner.

  • Support ongoing process improvements and standardization to drive efficiency.

  • Serve as the first point of contact for day‑to‑day client service needs, including eligibility questions, enrollment changes, claims resolution, and benefit inquiries.

  • Troubleshoot issues efficiently and escalate when necessary.

  • Provide warm, professional, responsive communication to employers, employees, carriers, and internal stakeholders.

  • Ensure all client-facing communication is clear, accurate, and timely.

  • Maintain strong working relationships with brokers, analysts, national practice teams, and carriers.

  • Communicate proactively to keep all stakeholders aligned and projects moving forward.

  • Ensure clients receive information about compliance resources, HR support, Medicare guidance, and webinars available through the national practice teams.

  • Participate in team discussions, best-practice sharing, and collective problem‑solving.

  • Proactive mindset: Anticipates needs and identifies issues before they escalate.

  • Ownership mentality: Takes responsibility for the client lifecycle and internal workflows.

  • Organizational excellence: Maintains structure, prioritization, accuracy, and documentation.

  • Client‑first orientation: Demonstrates empathy, responsiveness, and consistent follow‑through.

  • Deadline discipline: Balances multiple timelines without sacrificing quality.

  • Collaborative communication: Shares information clearly; contributes positively to team culture.

  • Adaptability: Operates effectively in a fast-paced, deadline-driven environment.

Qualifications:

  • Associate’s or bachelor’s degree preferred; equivalent relevant experience considered.

  • 2–4 years of professional office experience required; background in benefits, HR, or client service strongly preferred.

  • Proficiency in Microsoft Outlook, Word, and Excel.

  • Confident and professional in verbal and written communication with clients and vendors.

  • Highly organized, process‑driven, and capable of managing multiple simultaneous deliverables.

  • Able to work independently while collaborating effectively with team members.

  • Must obtain Accident, Health & Life Producer’s License within 90-days of hire and maintain continuing education requirements.

Benefits: 

  • Company Paid Life Insurance, Long-Term and Short-Term Disability.

  • Medical, Dental, Vision and FSA/HSA plans.

  • 401(k) with company match.

  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

  • Generous PTO.

  • An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

Skills Required

  • 2-4 years of professional office experience
  • Must obtain Accident, Health & Life Producer's License within 90 days and maintain continuing education
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Confident and professional verbal and written communication with clients and vendors
  • Highly organized, process-driven, able to manage multiple simultaneous deliverables
  • Able to work independently while collaborating effectively with team members
  • Associate's or bachelor's degree (preferred) or equivalent relevant experience
  • Background in benefits, HR, or client service
  • Experience with BenefitPoint, ImageRight, SharePoint, Employee Navigator or other benefit technology

Hilb Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hilb Group and has not been reviewed or approved by Hilb Group.

  • Strong & Reliable Incentives Base pay and commission compare favorably to nearby agencies or prior employers in certain markets and roles.
  • Retirement Support The 401(k) program is frequently praised, with the match described as good.
  • Wellbeing & Lifestyle Benefits Work-from-home flexibility consistently stands out as a top perk and is often highlighted as part of the overall package.

Hilb Group Insights

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The Company
HQ: Richmond, VA
319 Employees
Year Founded: 2009

What We Do

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

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