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Account Manager (Employee Benefits) at Greene Resources

Account Manager (Employee Benefits)

Greene Resources Richmond, VA (Onsite) Full-Time
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Job Number: 45929

Account Manager (Employee Benefits)

Job Description:

Our client, one of the nations leading benefit brokerage firms is hiring an Account Manager. The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients main point of contact for any benefit- related service needs. This is a hybrid role in Richmond, VA.


  • Understand basic health insurance terminology, how health insurance works and the differences between plans

  • Familiarize oneself with the different carriers, carrier contacts and HR contacts at clients

  • Engage in day to day client issues

  • Listen in on client calls and implementation calls

  • Update open enrollment brochures and Benefit Guides

  • Familiarize oneself with Benefit Admin Portals

  • Learn and update internal database (D365)

  • Start working on minor, routine claim issues

  • Set up client contacts with carrier portal access

  • Attend carrier meetings, take notes and ask clarification questions

  • Understand renewal process and update team renewal calendar

  • Obtain Health & Life license within first 90 days of employment

  • Begin to learn basic compliance (COBRA, HIPAA, ERISA, Section 125, etc.)

  • Assist in identifying growth opportunities

  • Create and update renewal confirmation letters

Education Requirements:

  • Bachelors Degree, preferred

Desired Background/Skills:

  • 3+ years experience in account management or in a consultative role, required

  • Prior experience in broker agency or benefit administration firm, preferred

  • Current Life and Health license active or willing to get it within initial 90 days of employment

  • Thorough knowledge of health and ancillary products; required

  • Working knowledge of all Microsoft Office products and Canva; required

  • Familiarity and practical knowledge of quoting process and tools; preferred

  • Experience with database applications, a plus.


  • Must be self-motivated and disciplined

  • Possess excellent written and verbal communication skills

  • Possess strong organizational skills

  • Must be very detail-oriented

  • Demonstrate leadership capabilities

  • Ability to work with clients at a strategic level

  • Ability to thrive in fast-paced environment

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Richmond, VA (Onsite)

Job Type

Admin - Clerical, Customer Service, Insurance


Not Specified

Date Posted

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