Benefits Account Manager

Hilb Group

Benefits Account Manager at Hilb Group overseeing client renewals and daily service needs. Collaborating with brokers and analysts to ensure accurate proposals and compliance resources.

Posted 7/5/2026full-timeCranston • Rhode Island • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client Data ManagementProposal ReviewRenewal Cycle ManagementOpen Enrollment Workflow ManagementDocumentation Accuracy

Soft Skills

Professional CommunicationProactive MindsetCollaborative CommunicationAdaptabilityOwnership Mentality

Certifications

Accident, Health & Life Producer’s License