Mid Penn Bank · 19 hours ago
Account Manager, Employee Benefits - Lititz, PA
Lititz, PA, US
Full-time
Onsite
Entry, Mid Level
2+ years expMid Penn Bank is actively seeking an Account Manager – Employee Benefits to join their team in Lititz, PA. This role is critical in managing and servicing group employee benefits accounts for businesses, focusing on building strong client relationships and ensuring exceptional service delivery.
BankingFinanceFinancial Services
No H1B
Responsibilities
Serves as the primary point of contact for assigned employee benefits clients, addressing inquiries, resolving issues, and ensuring client satisfaction
Manages complex accounts and high-level service deliverables
Conducts needs assessments, analyzes information, determines possible options
Coordinates with insurance carriers to facilitate the implementation of new plans, renewals, and changes
Serves in an advisory capacity for clients; advises clients in cost management while offering competitive benefit options
Manages the renewal process including gathering quotes, analyzing plan options, and preparing client presentations
Assists clients with day-to-day service needs such as enrollments, terminations, COBRA administration, billing issues, and claims assistance
Educates and guides clients on benefit plan offerings, trends, and legislative changes
Participates in client meetings and open enrollment presentations as needed
Assists in growing the book of business through cross-sale opportunities when available
Assists customers in obtaining specialized services from other company departments as necessary; provides help to customers with specific inquiries or service problems
Processes renewals and remarkets, as needed
Verifies coverage status processes, as appropriate
Generates documents and produces correspondence to satisfy client service requests
Prepares summaries of insurance
Processes incoming mail requests and responds promptly and appropriately
Schedules agency/client inspections and pictures as needed
Verifies accuracy of all direct bill cancellation notices and take appropriate action
Maintains orderly electronic files and information, following agency standards
Qualification
Required
A minimum of two (2) years account management or related insurance role is normally required
Active Life & Health Insurance License required
Strong knowledge of group health, dental, vision, life, disability, and voluntary benefit plans; familiarity with benefits compliance regulations
Excellent organizational, problem-solving, and communication skills
Proficient in Microsoft Office Suite and experience with agency management systems
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less
Visual, auditory and speaking skills
Valid driver's license is required
Preferred
A B.S. or B.A. degree in a related field strongly preferred
Experience using Applied Epic or similar client relationship management system strongly preferred
Benefits
Medical plans with prescription drug coverage
Flexible spending account
Dental and vision insurance
Life insurance
401(k) program with employer match and employee stock purchase plan
Paid time off
Paid holidays
Disability insurance coverage
Parental leave
Employee assistance program
Tuition reimbursement
Mentorship programs
Individualized development and career counseling
Mid Penn University courses and development programs
Company
Mid Penn Bank
Mid Penn Bank is a bank that specializes in banking and investment services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2024-11-01Post Ipo Equity· $70M
2020-03-20Post Ipo Debt· $15M
1997-05-07IPO
Leadership Team
Rory Ritrievi
President and CEO
Jordan D. Space
SEVP, President of the Private Bank and Chief Operating Officer of the company
Recent News
2026-01-09
2026-01-05
2025-09-26
Company data provided by crunchbase