Benefits Account Manager

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members in 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
  
  

Job Summary

We are seeking a highly motivated and detail-oriented Benefits Account Manager to join our team. The ideal candidate will have a solid understanding of insurance products and services and will be responsible for managing client accounts, ensuring the smooth administration of employee benefits programs, and fostering strong relationships with clients. In this role, the Benefits Account Manager will be the main point of contact for client inquiries, working closely with both clients and internal teams to deliver exceptional service, resolve issues, and ensure overall client satisfaction with their benefits offerings.

Duties And Responsibilities

• Act as the primary point of contact for clients, providing ongoing support and addressing questions or concerns related to employee benefits.
• Build and maintain strong, long-lasting client relationships to ensure client retention and satisfaction.
• Oversee the day-to-day administration of clients' insurance benefits programs, including health, dental, vision, life, and disability insurance.
• Collaborate with insurance carriers to resolve issues, update plan details, and ensure the smooth processing of claims, renewals, and plan changes.
• Assist with open enrollment, ensuring that employees have the necessary information and support to make informed decisions about their benefits.
• Work closely with clients to assess their insurance needs and recommend suitable benefits programs based on employee demographics, company size, and budget.
• Keep clients informed about new products, plan designs, and regulatory changes that could impact their benefits offerings.
• Maintain accurate records of client interactions, claims, and other critical documents.
  
  

Qualifications

• Valid state Life & Health
• 5 years of experience as an account manager and strong benefits knowledge
• Associate’s degree
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Technical proficiency in Microsoft suite tools, including data manipulation in excel.
  
  

Preferred Qualifications

• Prior experience with Employee Navigator, PlanSlight or AMS360.
• Industry knowledge in Human Resources and Benefits
  
  

Benefits

• Medical, Dental, Vision
• Life Insurance
• AD&D
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K
  
  

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.

Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.