Benefits Account Manager

Join iBusinessSolutions in Sarasota as a full-time Benefits Account Manager and own the day-to-day relationship with small and mid-sized employer groups. Work onsite in Lakewood Ranch, FL.

Make a difference as a Benefits Account Manager

We are an ASO (administrative services only) firm, and as a Benefits Account Manager you will be your clients' advocate and go-to benefits expert. You will own the relationship with small and mid-sized employer groups (2 to 100 employees), guiding them through open enrollment, carrier setup, renewals, and ACA compliance while growing their satisfaction and retention.

You will work closely with Producers to deliver a top-notch customer experience and ongoing support after enrollment, and you will train, assist, and support clients across marketing materials, RFP responses, and carrier installations.

Our team values simplicity, compassion, and community, and we put communication first in a supportive work environment.

What you will do

• Manage a book of small and mid-sized employer groups end to end, as the primary contact for benefits questions, contracts, budgets, renewals, and plan changes
• Lead open enrollment: timelines, communications, employee education, and enrollment support
• Coordinate carrier installations, including plan builds and setup in HRIS platforms (iSolved or Employee Navigator)
• Keep clients compliant with ACA requirements, including reporting and employer mandate obligations, plus Form 5500 filings (100 or more participants) and PCORI fees
• Guide clients through fully insured, level-funded, and self-funded plans, and explain Minimum Essential Coverage (MEC) requirements
• Support ICHRA, ERISA, and Section 125 premium-only plan (POP) setup and administration
• Train and support client HR teams on ACA rules, benefits administration, and platform use
• Support marketing materials, RFP responses, proposals, and renewal presentations
• Track service issues, analyze service trends, and build corrective action plans, escalating to carriers, Producers, or internal teams as needed
• Maintain accurate client records and coordinate client meetings

What you bring

• 3 to 5+ years of employer group benefits experience, including account management or client service
• An active 2-15 license, or a combination of 2-40 and 2-14 (health, life, and variable annuities), in good standing
• Working knowledge of ACA rules and regulations, including the employer mandate, 1094-C and 1095-C reporting, and affordability and minimum value standards
• Experience with group medical, dental, vision, life, and disability products, and with carriers on enrollments, renewals, and installations
• Experience with level-funded and self-funded plans, including reporting, surplus, and claims review
• Excel at a mid to expert level and Microsoft Office 365 expertise, plus CRM knowledge
• Critical thinking and problem-solving skills for complex client needs
• Strong written and verbal communication, including the ability to train clients and explain complex topics in plain language
• Experience in sales or customer service
• A calm, empathetic demeanor when discussing sensitive group health plan matters
• Exceptional multitasking and prioritization, and comfort adopting AI tools

Nice to have: iSolved, Zoho, and Employee Navigator experience (or willingness to be trained), B.U.C.A.'s experience, experience supporting RFPs or proposals, and designations such as CEBS or ACA certification.

What we offer

A competitive salary, plus:

• Medical, dental, and vision, with 100% paid health insurance and buy-up options
• Employer-paid $75K life insurance, long-term disability (LTD), and an EAP
• Health Savings Account (HSA)
• Paid time off starting at 2 weeks on day one
• 401(k) after 1 year of service, with a 4% employer match
• Voluntary: dental, vision, STD, AFLAC, Teladoc, identity theft and Legal Shield, an Employee Care Fund, and a Chaplain EAP service

Ready to join our team?

If this sounds like the right job for you, apply today. We look forward to hearing from you!

This job description is not intended to be all-inclusive. Employees will also perform other reasonably related business duties as assigned by their immediate supervisor and other management as required.