Note: The job is a remote job and is open to candidates in USA. Evergreen Benefits Group is seeking a motivated, client-focused Account Manager to manage group employee benefits clients. The role provides strategic consulting, compliance guidance, renewal and marketing leadership, plan implementation, open enrollment strategy, and high-touch relationship management to support client retention, satisfaction, and growth.
Responsibilities
- Serve as the primary strategic advisor for a portfolio of large and small group clients
- Lead renewal and marketing processes , including carrier negotiations, claims analysis, and financial reporting
- Manage self-funded, level-funded, and fully insured plans , including stop-loss placement and cost-containment strategies
- Provide guidance on compliance matters (ACA, ERISA, HIPAA, COBRA, PCORI, 5500 filings) in collaboration with compliance specialists
- Coordinate seamless plan implementations and vendor transitions
- Lead open enrollment strategy , including employee communication and education
- Collaborate with internal producers, analysts, and service teams to deliver a high-touch client experience
- Stay on top of market trends and legislative changes , proactively advising clients on emerging cost-control strategies
Skills
- 5+ years of employee benefits experience, with a focus on large group (500+ lives)
- Expertise in self-funded plans , funding mechanisms, and stop-loss placement
- In-depth knowledge of ACA, ERISA, HIPAA, COBRA, and related compliance
- Active Life & Health license (required)
- Exceptional communication skills —able to present complex concepts clearly and confidently
- Advanced proficiency in Excel and PowerPoint ; familiarity with Ease, Employee Navigator, or Zywave is a plus
Company Overview