Job Description

The Associate Account Manager supports the Account Management and Sales teams in delivering high-quality service to employer clients within a voluntary benefits brokerage environment. This role focuses on account administration, enrollment support, carrier coordination, and day-to-day client servicing. It is ideal for an early-career professional who is detail-oriented, proactive, and eager to build expertise in voluntary benefits operations and client management.

Essential Functions:

• Support Account Managers in the day-to-day servicing of employer client accounts, ensuring a high level of responsiveness and accuracy
• Assist with onboarding new clients, partnering with the Implementation team to ensure smooth and timely setup
• Prepare, organize, and maintain client documentation including benefit summaries, plan comparisons, and service records within Salesforce
• Track account activity, deliverables, and key deadlines to ensure timely execution and follow-through
• Serve as a point of contact for routine client inquiries and requests, escalating more complex issues as appropriate
• Support eligibility updates, employee status changes, and general plan administration inquiries
• Coordinate resolution of client issues by working with internal teams and external partners
• Assist in drafting and distributing client communications related to enrollments, plan changes, and administrative updates
• Support the Sales team with RFP coordination, proposal preparation, and pre-sale activities
• Maintain accurate and up-to-date data within Salesforce, including client records, activities, and reporting
• Communicate with insurance carriers and vendor partners regarding plan setup, eligibility, billing, and service-related issues
• Track carrier deliverables and proactively follow up to ensure completion and accuracy
• Develop and maintain a working knowledge of carrier products, processes, and administrative requirements
• Support billing reconciliation, eligibility audits, and reporting needs to ensure data accuracy and client satisfaction
• Ensure accuracy and quality control across all client-facing materials and internal documentation
• Follow established processes and identify opportunities to improve efficiency, consistency, and service delivery
• Attend internal and external client meetings, capturing notes, action items, and follow-ups
• Support pipeline tracking and reporting for Sales and Account Management leadership
• Proactively identify service gaps or risks within assigned accounts and communicate recommendations to Account Managers
• Assist in developing client service timelines and renewal readiness tracking
• Support open enrollment execution and benefit fairs including logistics coordination, materials distribution, and platform readiness checks
• Help standardize internal templates, documentation, and workflows to improve team efficiency
• Contribute to internal reporting by identifying trends in client issues, carrier performance, and service needs
• Build strong working relationships with internal partners including implementation, billing, technology, and support teams
• Participate in team trainings and actively pursue development in voluntary benefits and client management best practices

Qualifications

• Bachelor’s degree or equivalent years of relevant experience
• 3+ years of experience in account support, client services, employee benefits, or insurance
• Prior experience in voluntary benefits, insurance, or benefit enrollment services is required
• Strong organizational skills with exceptional attention to detail
• Effective written and verbal communication skills
• Proficiency in Microsoft Office software, particularly Excel
• Salesforce experience preferred
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving mindset with a proactive, team-oriented approach
• Willingness to travel as needed for training and client support
• Will be expected to obtain appropriate licenses in Health & Life and Property & Casualty Insurance within 90 days of hire

Additional Information

Entertainment Benefits Group offers outstanding employee benefits including:

• Medical, Dental & Vision
• 401k Match
• Short Term Disability, Long Term Disability (Company Paid)
• Basic Life and AD&D (Company Paid)
• Additional Voluntary Benefits (additional life, legal, critical care, and more)
• 3 Weeks of PTO + 5 Personal Days
• Paid Holiday Break from Christmas to New Year
• Paid Holidays
• Fitness Reimbursement
• Annual Day of Giving
• Company Bonus Program
• Share in the FUN! EBG gives $1000 per year in Tickets-At-Work gift cards to full-time employees to experience and enjoy the savings marketplace!

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. All your information will be kept confidential according to EEO guidelines.