Employee Benefits Account Manager

Opus Advisory, Brown & Brown of New York

White Plains, NY

Job Category: Client Support

Division: Retail

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Job Summary

Opus Advisory, a Brown & Brown of New York team,  is looking for a benefits professional to join our team! This Account Manager will handle an assigned book of clients, mid to large group (100+), self-insured, level funded and fully insured. You will be working with all benefits coverages, inclusive of voluntary benefits.

Duties & Responsibilities: 

  • Collaborate with account executives to ensure client receipt of all Work-Client Deliverables
  • Works independently in providing day to day overall customer satisfaction and proactive service response
  • Responsible for managing and executing work product protocols including compliance requirements
  • Actively apply industry knowledge both internally (through Benchmarking analysis) and independently
  • Active team player with professional demeanor, supporting all of Client Management
  • Ability to work independently for day to day servicing of each client.
  • General understanding of all funding arrangements (Fully Insured, Level-Funded, Self-Funded)
  • General understanding of client financials & client compliance requirement
  • Effectively and efficiently manages client specific projects, in conjunction with Account Executive
  • Willingness and ability to support client and Account Specialist in claim & eligibility management
  • Strong presentation skills and professionalism, in support of Account Executive
  • Client Lead on accounts under 100 Full-Time-Equivalent employees
  • Develop Client Communication materials for Open Enrollment as well as throughout the year
  • Effectively implement, manage and apply various client-support vendors, ie; Compliance, FSA, HRA, HSA, or other outsourced vendors
  • Overall support and accountability for client retention
  • Responsible to update and maintain accuracy of agency management system

Required Skills

  • High School diploma, required.
  • Bachelor’s degree, preferred.
  • NY Life Accident and Health License, required.
  • A minimum of 5 years of experience in employee benefits; as a consultant, carrier claims/account manager.
  • Experience with benefit administration platforms, HRIS, eligibility & claims advocacy
  • Candidate must be proficient in MS Excel, Word, Outlook and PowerPoint

Salary Range

Negotiable, depending on professional experience.


Please apply online using the "Apply Now" link. For all other questions, please contact: Cydney Stewart, Regional Talent Acquisition Professional [email protected] #ZRCB

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.