Benefits Account Manager (onsite) at GTM Payroll Services Inc

Town of Clifton Park, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Sep, 26

Salary

38.0

Posted On

14 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Group Benefits Management, Client Relationship Management, Renewal Coordination, Open Enrollment Planning, Compliance Monitoring, Problem Solving, Microsoft Office, Agency Management Systems, Underwriting Knowledge, Employee Education, Strategic Recommendation, Billing Troubleshooting

Industry

Financial Services

Description

Are you passionate about delivering exceptional service in the group benefits space? GTM Insurance Agency LLC, an affiliate of GTM Payroll & HR, is seeking an experienced and client-focused Benefits Account Manager to join our growing team. This is your opportunity to manage a dedicated book of business, make a real impact on client success, and be part of a collaborative and values-driven agency. About the Role As a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience. What You'll Do Act as the main liaison between clients, carriers, and internal teams for all benefit-related matters Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits Coordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendations Lead open enrollment planning, employee education sessions, and onboarding support Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors Ensure accurate and timely delivery of all client materials, including compliance notices and plan documents Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly Maintain detailed records in the agency management system Support Producers in developing benefit strategies for prospective clients Work collaboratively with Account Executives, Producers, and Compliance Specialists What You Bring 2-4 years of experience in group benefits, insurance, or HR benefits administration Deep understanding of group benefits products, quoting practices, and compliance requirements Familiarity with underwriting, renewal cycles, and benefits documentation Strong communication and relationship management skills High attention to detail and excellent problem-solving ability Proficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plus Life & Health Insurance License (or willingness to obtain within 90 days of hire) Bachelor's degree in Business, HR, or a related field preferred What Success Looks Like Clients view you as a trusted advisor and consistently rely on your expertise You proactively anticipate client needs and resolve issues before they arise You make insurance concepts easy to understand and actionable for clients Your organizational and time-management skills allow you to juggle multiple priorities smoothly Why Join GTM Insurance Agency? At GTM, we prioritize integrity, responsiveness, and long-term partnerships. You'll work in a professional environment that values collaboration, continuous learning, and delivering real results for our clients. We offer competitive compensation, opportunities for professional development, and a supportive team that's invested in your success. Ready to make a difference in the world of employee benefits? Apply today and become part of a team that empowers clients and supports your growth.

Responsibilities

Serve as the primary point of contact for group benefits clients, managing day-to-day service needs and coordinating the renewal process. Lead open enrollment planning and ensure compliance with regulatory requirements like ACA, COBRA, and HIPAA.