The Competitive Advantage Companies · 9 hours ago
The Competitive Advantage Companies Senior Benefits Account Manager
Red Bank,NJ,US
Full-time
Onsite
Senior Level
5+ years expThe Competitive Advantage Companies (TCAC) is seeking a Senior Benefits Account Manager to lead client portfolio management and mentor the Account Management team. This role involves delivering exceptional service to clients, overseeing account management processes, and ensuring compliance with benefits regulations.
Employee BenefitsInsuranceLife InsuranceMedical
Responsibilities
Serve as the primary point of contact for a designated portfolio of employer group clients, fostering strong, responsive relationships
Manage the annual renewal process — including quoting, plan analysis, benchmarking, and carrier negotiations — to deliver tailored, cost-effective benefit solutions
Develop and present strategic recommendations to clients that align with their financial goals and employee engagement objectives
Oversee open enrollment activities, ensuring timely delivery of employee communications, meeting materials, and presentations (virtual or in-person)
Resolve complex client and employee issues related to claims, billing, and eligibility, serving as a trusted advocate and resource
Provide ongoing compliance and HR support, including COBRA, HIPAA, ACA, ERISA, and other federal/state regulations
Maintain accurate documentation and client data within the agency management system
Supervise and lead the Account Management team, providing coaching, training, and performance oversight to ensure client service standards are consistently met
Partner with producers, executives, and leadership to assign accounts, balance workloads, and improve operational efficiency
Review client deliverables, renewals, and communications prepared by Account Managers for quality and accuracy
Foster a culture of collaboration, accountability, and professional growth across the Account Management department
Identify opportunities for process improvement and help develop best-practice workflows for client service delivery
Work cross-functionally with internal teams (Benefits, P&C, Life & Annuities, HR, and Leadership) to enhance client experience
Stay informed on industry trends, carrier updates, and emerging product offerings to support client strategy and internal training
Participate in and contribute to company initiatives focused on growth, efficiency, and client retention
Qualification
Preferred
5+ years of experience in employee benefits account management (brokerage or carrier background strongly preferred)
Proven experience leading or mentoring a team in a client service-oriented environment
Active Life & Health Insurance License (or willingness to obtain within 90 days)
Deep understanding of group medical, dental, vision, life, disability, and voluntary benefits
Strong analytical, organizational, and communication skills
Proficiency with agency management systems (AgencySmart) and Microsoft Office Suite
Company
The Competitive Advantage Companies
The Competitive Advantage Companies is a insurance brokerage firm providing employee benefits plan and commercial insurance plans.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase