Career Search

Benefits Account Managers

System Search has openings for Benefits Account Managers in the following locations in North Carolina:


  • Charlotte
  • Greensboro
  • Greenville
  • Raleigh/Durham area

The Account Manager is responsible for inside and outside assistance to the Account Executive and/or Producer in providing service to clients, developing knowledge of the accounts, and acting as liaison between the client and other departments within the Company.
Benefits Account Managers responsibilities include: 

    • Develops and maintains a positive relationship with clients
    • Interacts directly with clients regularly, through phone, email, and in person
    • Markets renewals and new business, working in conjunction with the Client Executive and/or Producer
    • Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
    • Assists clients with billing questions, ID card requests, service issues and contract concerns that occur throughout the year
    • Facilitates corrections with carriers as needed and communicates appropriately between the carrier and client
    • Resolves problems received from insured members and insurance carriers, including eligibility, enrollment, and low-level claims inquiries
    • Prepares cost analysis/proposals for the Client Executive and/or Producer to present to client
    • Reviews and processes eligibility audits, working with the customer and company to facilitate corrections
    • Designs employee benefits booklets and personalized employee enrollment forms for group clients
    • Maintains knowledge of carrier plan designs, network restrictions, and internal systems
    • Monitors and maintains renewal calendar, ensuring renewal process is completed on time and that all client policies are addressed
    • Complete annual UBA Health Plan Surveys as clients renew
    • Understands the Company value proposition
    • Keeps all current and historical information updated in the agency management system
    • Maintains accurate records in agency’s platforms
    • Securely handles all PHI in accordance with HIPAA
    • Maintains industry knowledge and required licensing
    • Interact, communicate and collaborate with staff; sharing information and time as needed to support business objectives
    • Adheres to all Company policies and procedures
    • Assists or completes other tasks as directed by the Client Executive, Producer, and/or Benefits Practice Leader

Ideal Qualifications & Experience of Benefits Account Managers:

  • Hold and maintain NC Insurance Agent License
  • Prior experience as a Client Associate or similar position
  • Minimum High School Graduate. College Degree and/or Employee Benefit experience preferred.
  • Understanding of Medical, Dental, Vision, and Life Insurance