Employee Benefits Account Manager

Job Title: Employee Benefits Account Manager

Reports to: Director of Employee Benefits

Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.

Position Purpose & Focus:

The Employee Benefits Account Manager will be responsible for managing approximately 20-25 small-mid size local and national group accounts. This role involves working closely with assigned clients to provide exceptional service, build strong relationships, and ensure client satisfaction. The primary focus will be on maintaining ongoing client relationships and delivering strategic solutions to meet their needs.

Essential Duties and Responsibilities:

• Stay updated on insurance technical knowledge, market trends, agency automation, and company information.
• Manage day-to-day client service for 30-35 group accounts.
• Maintain clear communication channels with clients, producers, insurance carriers, and internal partners.
• Develop relationships with key decision-makers within client organizations.
• Identify issues, develop strategic solutions, and communicate recommendations to clients.
• Analyze plan options for renewals/new marketing and present proposals to clients.
• Communicate timelines, due dates, and expectations to clients and partners.
• Schedule and lead client meetings, open enrollment sessions, and education meetings.
• Effectively install new group insurance contracts for new and existing clients.
• Educate clients on compliance measures such as ACA, ERISA, COBRA, and FMLA.
• Ensure clients are aware of all resources provided by Bryson.
• Maintain expertise in benefits administration systems and provide support to clients in utilizing this technology.

Qualifications | Competencies | Success Factors:

Qualifications:

• High level of technical insurance knowledge
• 5 + years' experience as an Account Manager
• Active California Life & Health Insurance License
• Bachelor’s degree preferred
• Demonstrated professional judgment and integrity
• Expertise in client service delivery
• Strong business acumen with the ability to understand client needs
• Excellent interpersonal skills with a polished demeanor
• Willingness to travel to clients as needed
• AI Experience preferred, but not required
• Ability to work efficiently in a fast-paced environment, adapt to changing priorities, and maintain confidentiality

Competencies:

• Possess a strong teamwork orientation
• Demonstrate strong prioritization and multitasking skills
• Organized with excellent verbal and communication skills
• Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
• Applied Epic experience preferred, not required

Success Factors

• Proficient in Microsoft Office applications
• Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
• Ethical business standards and transparency
• Promote open communication and high morale
• Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are Personal Touch, Accountability, Intellectual Capital, Resolution, and Delivering Value.

This job description outlines the responsibilities, qualifications, and competencies required for the role of the Employee Benefits Account Manager, with a focus on managing small - mid size group accounts and delivering exceptional service to clients.