Benefits Account Manager

Company Description
VantagePoint Benefit Administrators has a 20+ year track record of helping employers implement superior programs to simplify payroll, benefits, and HR into a cohesive, compliant and affordable package, providing a long-term strategic approach that manages the ever-increasing cost and complexity of employee management.
Our mission is to set a standard in the employee benefit space through superior technology and expertise.
We believe in hiring for core values over hard skills and allowing A-Players to fill a position by playing to their strengths, not necessarily how a job description is specifically written. Thus, we are open to applicants who have both more and less experience than what’s written below.
About the Opportunity
VantagePoint Benefit Administrators is seeking an experienced, proactive, and relationship-focused Benefits Account Manager to join our Benefits team.
In this client-facing position, you will manage the day-to-day needs of clients who maintain insurance, pre-tax, retirement, or related benefit products with VantagePoint. You will guide clients through benefit plan implementations, renewals, employee education, and ongoing service needs while identifying practical solutions that support their employees and business objectives.
The ideal candidate is highly organized, solution-driven, and comfortable managing multiple client relationships and deadlines. This role requires someone who takes ownership, communicates proactively, and enjoys thinking outside the box to solve client challenges.
What You’ll Do
Client and Account Management
Manage the implementation and ongoing administration of employee benefit plans, including medical, dental, vision, life, disability, retirement, compliance, and pre-tax reimbursement programs.
Serve as a primary liaison among clients, insurance carriers, general agencies, and internal team members.
Respond to client questions involving eligibility, billing, claims, and compliance, tracking issues through resolution.
Conduct implementation meetings, annual reviews, employee education sessions, renewal discovery meetings, and client service calls.
Prepare open enrollment materials, new-hire informational packages, and client communications.
Proactively identify service concerns and collaborate with the team to develop effective solutions.
Review claims utilization information and provide meaningful, actionable feedback to clients.
New Business and Renewals
Analyze client needs and shop benefit plans through general agencies, carriers, Benefix, and other available resources.
Generate and evaluate medical and non-medical benefit proposals.
Conduct provider, doctor, and network searches using Benefix and carrier websites.
Prepare carrier requests for proposals and compare available plan options.
Build clear, persuasive client presentations using Excel, PowerPoint, etc.
Create employee education and enrollment materials.
Maintain accurate account, renewal, product, and activity information in CRM and client folders.
Client Education and Business Development
Lead employee benefit education and enrollment meetings.
Assist eligible employees approaching age 65 with transitions to individual Medicare products.
Educate clients about VantagePoint’s administrative services, including payroll, human resources, compliance, and pre-tax reimbursement programs.
Strengthen client relationships and identify appropriate cross-selling and referral opportunities.
Industry and Carrier Knowledge
Maintain current knowledge of benefit products, carrier contacts, underwriting requirements, provider networks, and product availability.
Keep client contacts, products, and activities current within the company’s CRM and account-management systems.
Stay informed about industry regulations and legal developments.
Work with management to develop communications explaining regulatory changes and their potential impact on clients.
Participate in industry meetings, professional development opportunities, and company-sponsored training.
What We’re Looking For
Previous experience in employee benefits account management or a related insurance or brokerage position.
Working knowledge of medical, Medicare, dental, vision, life, disability, and retirement plan administration.
Experience shopping benefit plans and working with carriers and general agencies.
Proficiency with Benefix, Zywave/Brokerage Builder, Employee Navigator, Trello, Microsoft Suite, and Adobe.
Comfort using AI-supported tools in a professional environment.
Ability to modify existing Excel templates and prepare polished client presentations.
Strong written, verbal, and presentation skills.
Excellent organization, prioritization, and follow-through.
Ability to manage multiple client accounts, renewals, and competing deadlines.
Strong problem-solving and relationship-building skills.
A positive, proactive, and solution-oriented approach to work.
Proven success in a client-facing role.
What Success Looks Like
The successful Benefits Account Manager will:
Communicate promptly and consistently with clients during active transactions.
Begin renewal communications well in advance of client renewal dates.
Maintain accurate and thorough documentation in the company’s systems.
Conduct regular client outreach and post-implementation follow-up.
Build trusted relationships that support strong client retention.
Identify opportunities to introduce clients to additional services.
Maintain current knowledge of carrier guidelines, networks, products, and compliance requirements.
Share client successes, priorities, and accomplishments with the internal team.
Compensation
The salary range for this position is $65,000 to $75,000 annually, depending on relevant experience, qualifications, industry knowledge, and technical proficiency.
Apply Today
If you are an experienced benefits professional who enjoys building lasting client relationships, managing complex renewals and implementations, and providing thoughtful solutions, we invite you to apply.
Please submit your résumé through LinkedIn for consideration.
Equal Employment Opportunity
VantagePoint provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, VantagePoint complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training.
VantagePoint expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of VantagePoint’s employees to perform their job duties may result in discipline up to and including discharge

Work arrangement
Yes