What are the responsibilities and job description for the Account Manager position at Phillips Financial - Employee Benefits?
About Us
At Phillips Financial, we partner with employers to design and manage innovative, cost-effective employee benefits programs. We are passionate about delivering exceptional service and long-term value to our clients, and we are looking for a detail-oriented, operations-minded Account Manager to help us make that happen.
Position Summary
The Account Manager plays a key role in supporting employer clients by overseeing benefits plan implementations, policy changes, renewals, and ongoing administrative tasks. This role requires someone who is process-driven, highly organized, and adept at managing multiple projects and stakeholders simultaneously. You will work closely with clients, internal teams, and carrier partners to ensure the seamless delivery and management of employee benefit programs.
Key Responsibilities
- Client Support & Service
- Serve as the primary contact for day-to-day client support related to benefits administration, enrollments, and plan changes.
- Manage the execution of plan renewals, open enrollment periods, and off-cycle policy changes with precision and professionalism.
- Conduct ongoing check-ins and ensure timely communication to support high client satisfaction.
- Policy & Plan Management
- Oversee the full implementation lifecycle of new benefit plans, ensuring timely and accurate setup with carriers and vendors.
- Coordinate with internal teams and external partners to manage renewals, policy changes, and compliance-related documentation.
- Maintain thorough records of client plan designs, service agreements, and relevant documentation.
- Operational Excellence
- Track key deliverables and ensure follow-through on tasks using internal systems and tools (e.g., CRM, project management platforms).
- Identify and implement process improvements to increase internal efficiency and elevate client experience.
- Collaborate cross-functionally with advisors, analysts, and vendors to support strategic initiatives and benefit strategy execution.
- Data Accuracy & Reporting
- Ensure accuracy of client data across platforms and proactively monitor deadlines, documents, and plan details.
- Assist in preparing client-facing materials such as plan comparisons, renewal packets, and compliance notices.
Qualifications
- 3 years of experience in employee benefits, HR services, insurance, or a related field preferred.
- Strong project management and client service skills; adept at managing multiple timelines and deliverables.
- Excellent communication skills – both written and verbal – and a proactive, problem-solving mindset.
- High attention to detail, with a focus on documentation and process execution.
- Experience with Microsoft Office Suite (Excel proficiency a must).
- Life & Health license preferred (or willingness to obtain after hire).
What You’ll Gain
- The opportunity to work in a collaborative and mission-driven team that values precision and partnership.
- Exposure to complex and strategic benefit planning projects.
- A chance to make a tangible impact on clients and their employees’ experience with healthcare and benefits.
Compensation & Benefits
- Competitive salary with an opportunity to earn an annual bonus based on job performance and the overall business’ success.
- Health & Disability insurance
- Funded Health Savings Account
- Dental, Vision and additional coverages available
- 401k plan
- Profit sharing plan
- Paid-time-off year one