Blue Ridge Risk Partners · 13 hours ago
Employee Benefits Account Manager
Morgantown, WV
Full-time
Onsite
Mid Level
$47K/yr - $70K/yr
3+ years expBlue Ridge Risk Partners is focused on delivering exceptional service in the insurance sector, and they are seeking an Employee Benefits Account Manager. This role involves managing client relationships, overseeing sales and service activities, and ensuring high standards of quality and accuracy in client interactions.
ConsultingEmployee BenefitsFinancial ServicesInsurancePersonal Finance
Responsibilities
Manage an assigned book of business, overseeing sales, marketing, and service activities in line with agency procedures
Provide technical support to Producers by analyzing client needs, coverage options, and proposals
Engage with clients via phone, email, and in-person to address service questions, billing issues, and coverage inquiries
Partner with the Client Relationship Manager to negotiate with carrier underwriters for optimal coverage and pricing
Attend prospect and client meetings alongside Producers as needed
Lead the renewal process—gather quotes, prepare proposals, and deliver policies on time
Prepare renewal applications and documentation for accounts selected for marketing
Create Open Enrollment materials
Process all account transactions accurately and on schedule, including:
Policy issuance and endorsements
Certificates and ID cards
Proposals, schedules, and summaries
Enrollments, changes, and terminations
Audits and corrections
Client/carrier communications
Coverage analysis and recommendations
Manage cancellation requests according to agency standards and notify the Account Executive
Assist clients with claims and appeals; identify coverage gaps and recommend solutions with the Producer
Prioritize tasks effectively to ensure accurate, timely workflow
Stay current on industry trends, products, regulations, and technology
Communicate clearly and collaborate across the organization to support agency goals
Continually seek ways to elevate the client experience and share improvement ideas
Meet all departmental reporting requirements
Other duties as assigned
Qualification
Required
Strong verbal and written communication skills for explaining complex insurance concepts
Excellent interpersonal and leadership abilities, including goal-setting and project management
Collaborative mindset with the ability to work across teams
Solid understanding of insurance products, markets, and underwriting
Proficiency in Microsoft Office Suite or related tools
Minimum of 3 years in commercial, employee benefits, or personal lines insurance
Active Life & Health Agent License required
Experience managing large, complex accounts—including international, contractor, and manufacturing clients
In-depth knowledge of ACA and related compliance regulations
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Company
Blue Ridge Risk Partners
Blue Ridge Risk Partners provides auto, home, life, recreational vehicle, aviation, construction, agriculture, and manufacturing insurance.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Lively
Co-founder and Executive Chairman
Company data provided by crunchbase