Griffin & Company Insurance · 12 hours ago
Group Benefits Account Manager
Keyes - 5900 Tamarac, Tamarac, FL, US
Full-time
Onsite
Entry, Mid Level
2+ years expStrate Insurance Group is a leading insurance agency in South Florida, specializing in employee benefits insurance among other areas. The Group Benefits Account Manager is responsible for managing a portfolio of employee benefits clients, ensuring exceptional service and operational excellence while supporting business growth and retention.
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Responsibilities
Serve as a primary relationship manager for an assigned book of employee benefits clients, fostering long-term partnerships built on trust, responsiveness, and expertise
Provide professional, proactive, and personalized service to clients and carrier partners, acting as the main point of contact for escalated or complex service matters
Coordinate, manage, and participate in client meetings, both virtual and in-person, including renewal strategy discussions, enrollment planning, and ongoing service reviews
Support Producers by delivering high-quality account management, assisting with client presentations, and identifying cross-sell and account rounding opportunities
Independently market smaller and/or less complex accounts, including preparing renewal and new business options and presenting recommendations to clients, with or without Producer involvement
Strategically plan and manage annual renewal cycles, open enrollment periods, plan changes, and carrier implementations to ensure smooth transitions and compliance
Develop and deliver clear, professional employee-facing communications, including benefit enrollment guides, benefit summaries, presentations, enrollment materials, and related documentation
Manage day-to-day service needs such as eligibility updates, billing inquiries, claims support, and carrier coordination
Prepare, process, and deliver required forms and documentation, ensuring accuracy and integrity of client data within agency management systems
Maintain strong working knowledge of agency products, carrier offerings, and industry trends to provide informed guidance to clients
Stay current on legislative and regulatory changes impacting employee benefits through ongoing education, carrier meetings, seminars, and professional development
Collaborate effectively with internal teams while exercising sound judgment, strong analytical skills, and a solutions-oriented mindset
Perform additional duties and responsibilities as assigned by management
Qualification
Required
Bachelor's degree preferred; minimum of two (2) years of related experience in the insurance or employee benefits industry required
Active Florida 2-15 Life & Health Insurance license required
Strong working knowledge of employee benefits lines, including both standard and more complex coverage structures offered through the agency
Experience with agency management systems required; Vertafore AMS360 and ImageRight experience strongly preferred
Proficiency with Microsoft Office Suite, document management platforms, and carrier-specific systems
Demonstrated ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment
Professional demeanor and appearance with a strong commitment to customer service excellence
Excellent verbal, written, and interpersonal communication skills, including public speaking and client presentations
Proven ability to work independently while remaining reliable, accountable, and detail-oriented
Willingness to travel approximately 10% for client meetings, enrollments, and related events
Preferred
Bachelor's degree preferred
Familiarity with self-funded programs preferred
Experience with agency management systems required; Vertafore AMS360 and ImageRight experience strongly preferred
Bilingual proficiency in Spanish is highly valued to support and serve a diverse client base
Benefits
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Griffin & Company Insurance
Griffin & Company Insurance provides personal, business, life, and benefits insurance across Georgia.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase