Senior Account Manager
leeds professional resourcesTampa (FL)
Senior Account Manager
Posted yesterday
leeds professional resourcesTampa (FL)
SENIORITY
Senior
About the role
Job Description:
An employee benefits brokerage is hiring a Senior Account Manager to lead service for a portfolio of employer clients. You'll be the primary contact across renewals, open enrollment, plan changes, billing, and employee support, with responsibility for keeping account data and enrollment systems accurate. The role also includes improving technology workflows and mentoring junior account managers.
What you'll do:
- Manage the workflow for assigned accounts and serve as a primary client contact.
- Prepare renewal information by gathering and auditing plan and employee data, calculating payroll deductions, and supporting the request-for-proposal process.
- Update online enrollment systems when plan designs, eligibility rules, or life events change.
- Review plan documents, invoices, enrollment records, and employee communications for accuracy.
- Oversee enrollments, terminations, coverage changes, COBRA administration, billing reviews, and account records.
- Work with clients, employees, carriers, vendors, and colleagues to resolve service and claims issues.
- Prepare and deliver employee benefit presentations and enrollment communications.
- Support compliance work involving ERISA, COBRA, FMLA, ACA, HIPAA, and related requirements.
- Improve enrollment workflows and technology integrations; train and mentor junior account managers.
- What you'll bring
- One to three years of related benefits or employee benefit administration experience is required.
- Strong knowledge of plan designs, including fully insured, self-funded, and level-funded plans, and HSA/HRA arrangements.
- Strong Excel and Microsoft Office skills, analytical ability, and attention to detail.
- Experience with online benefits enrollment systems; familiarity with platforms such as ADP, or Paylocity.
- Strong client communication, presentation, organization, and follow-through.
- Ability to manage competing priorities and complex projects under deadlines.
- Knowledge of benefit contract language and applicable compliance requirements; a 2-15 license is preferred.
- Understanding of retirement plans, such as 401(k) plans.
- Willingness to learn new technology and use digital tools, including AI.Bilingual ability is a plus.
- Bring your benefits account management experience to a role where you'll own client relationships, lead renewals, and mentor junior teammates. Apply today.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.