Account Manager, Employee Benefits

Unison Risk Advisors

Account Manager providing support for employee benefits clients at Gibson. Managing client requests, maintaining documentation, and resolving issues with a team.

Posted 5/12/2026full-timeRemote • New Mexico • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Providing the Gibson client experience to existing accounts and potential clients by: Promptly handling client requests, questions, and policy changes, in a professional manner
Documenting all client activity and correspondence into agency management tools and software systems
Managing the day-to-day client activity through: Developing and retaining solid partnerships with clients’, HR managers and other client support staff
Managing service/billing/claims/enrollment issues with clients
Handling carrier or administrative issues as part of a client service team for client accounts
Researching and resolving issues for clients in a timely manner
Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met
Attending internal renewal meetings
Managing implementation of new lines of coverage and carrier changes with Client Manager
Preparing employee communications material such as: Benefit Guides, brochures, flyers and payroll stuffers
Proofing booklets and contracts for accuracy and resolving any inaccuracies
Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
Maintaining data integrity in the agency management system
Working with Service Support Specialist to set up HR managers and support staff with Gibson tools
Informing Client Managers of escalated service issues
Managing ResourcePro utilization
Acting as a backup to team personnel as needed
Maintaining confidential information
Performs other duties and special projects as assigned

Requirements

What you’ll need

Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry
Life & Health license (or the ability to obtain the license within 3 months of employment)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client managementissue resolutiondata integritydocument managementpolicy changesbenefit communication preparationproofreadingIRS Form 5500 filingsservice issue escalationresource management

Soft Skills

professional communicationrelationship buildingtime managementorganizational skillsproblem-solvingattention to detailteam collaborationadaptabilityconfidentialityclient service orientation

Certifications

Life & Health license