Benefits Account Manager (onsite)

GTM Payroll Services Inc

  • Clifton Park, NY
  • $25.00-38.00 per hour
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Are you passionate about delivering exceptional service in the group benefits space? GTM Insurance Agency LLC is seeking an experienced and client-focused Benefits Account Manager to join our growing team. This is your opportunity to manage a dedicated book of business, make a real impact on client success, and be part of a collaborative and values-driven agency.About the RoleAs a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience.What You'll Do
  • Act as the main liaison between clients, carriers, and internal teams for all benefit-related matters
  • Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits
  • Coordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendations
  • Lead open enrollment planning, employee education sessions, and onboarding support
  • Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors
  • Ensure accurate and timely delivery of all client materials, including compliance notices and plan documents
  • Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly
  • Maintain detailed records in the agency management system
  • Support Producers in developing benefit strategies for prospective clients
  • Work collaboratively with Account Executives, Producers, and Compliance Specialists
What You Bring
  • 2-4 years of experience in group benefits, insurance, or HR benefits administration
  • Deep understanding of group benefits products, quoting practices, and compliance requirements
  • Familiarity with underwriting, renewal cycles, and benefits documentation
  • Strong communication and relationship management skills
  • High attention to detail and excellent problem-solving ability
  • Proficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plus
  • Life & Health Insurance License (or willingness to obtain within 90 days of hire)
  • Bachelor's degree in Business, HR, or a related field preferred
What Success Looks Like
  • Clients view you as a trusted advisor and consistently rely on your expertise
  • You proactively anticipate client needs and resolve issues before they arise
  • You make insurance concepts easy to understand and actionable for clients
  • Your organizational and time-management skills allow you to juggle multiple priorities smoothly
Why Join GTM Insurance Agency?At GTM, we prioritize integrity, responsiveness, and long-term partnerships. You'll work in a professional environment that values collaboration, continuous learning, and delivering real results for our clients. We offer competitive compensation, opportunities for professional development, and a supportive team that's invested in your success.Ready to make a difference in the world of employee benefits? Apply today and become part of a team that empowers clients and supports your growth.

GTM Payroll Services Inc