Employee Benefits Account Manager

Job title: Employee Benefits Senior Account Manager

About the role: Wilson Insurance is hiring a Senior Account Manager to join our employee benefits team in downtown Montgomery, Ohio. You'll manage a large book of business and individual clients, serving as their go-to resource through their renewal cycles, day-to-day service needs, and overall benefits experience. You'll also play a key role in mentoring junior team members and helping shape how our account management function operates. This role is a strong fit if you have several years of employee benefits experience and enjoy being both a trusted client resource and a leader on your team.

About us: Wilson Insurance is an independent insurance brokerage that has been serving small and mid-size businesses for over 40 years. Our new downtown Montgomery office is a collaborative, fast-paced environment where team members have real ownership over their work and clear paths for professional growth. Learn more at www.wilsoninsurance.com.

Responsibilities include but are not limited to:

• Build and maintain strong relationships with business and individual clients, serving as their primary point of contact for benefits questions
• Manage the full renewal process, such as gathering census data, marketing to carriers, presenting options and finalizing enrollment
• Communicate proactively with clients and benefits consultants through timely follow-ups
• Gather information from prospects and clients to support individual and group quoting
• Maintain accurate client data in our agency management system
• Research and resolve claims, billing and membership issues on behalf of clients
• Handle a high volume of client emails and phone calls with professionalism and care
• Mentor and support junior account managers, sharing best practices and helping develop the team
• Serve as an escalation point for complex client issues and renewals
• Contribute to process improvements and help refine how the account management team operates
• Support special projects as needed

Qualifications:

• 5+ years of experience in employee benefits and group health insurance preferred
• Life and Health insurance license required
• Working knowledge of group health, ancillary benefits and ACA compliance
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office (Excel, Outlook, Word)
• Ability to work independently and take initiative

Compensation & benefits:

• Base salary of $90,000–$105,000, with performance bonuses and commission opportunities for licensed team members
• Health, dental, vision and life insurance
• Retirement savings plan with employer match
• Flexible schedule
• Generous paid time off