Employee Benefits Account Manager

We are currently seeking an Employee Benefits Account Manager to support our Life & Health Producers and serve as a trusted connection between insurance carriers, group administrators, and subscribers.

This is a detail-oriented, people-focused role that blends customer service, administrative support, and collaboration. If you enjoy helping others navigate benefits, staying organized, and working as part of a supportive team, this may be a great fit.

In this role, you will:

  • Serve as a liaison between insurance carriers, group administrators, and subscribers
  • Assist with resolving claim issues by working directly with subscribers and group administrators
  • Manage correspondence between groups and carriers
  • Maintain accurate records within our Agency Management System (AMS 360), including group software data entry and documentation
  • Create carrier proposals, client proposals, and presentation materials
  • Track and manage the group renewal process on a monthly basis
  • Process and set up new group clients with carriers
  • Organize, maintain, and electronically file client and group documents
  • Provide general administrative support to the Life & Health team as needed
  • Professionally represent Chalmers Financial Services with clients and carriers
  • Use each client interaction as an opportunity to review coverage needs and communicate opportunities to the team
  • Escalate adverse or challenging interactions to management in a timely manner, with a focus on positive resolution
  • Participate in ongoing education and training to grow insurance knowledge and maintain licensure
  • Collaborate closely with coworkers and contribute to a team-oriented environment
  • Follow established procedures and support additional projects as assigned

What We’re Looking For

  • A minimum of 2 years of experience, preferably in benefits or insurance
  • High school diploma or equivalent, with college coursework preferred
  • Life & Health insurance license required within the first year of employment
  • Strong organizational skills and attention to detail
  • Proficiency with Microsoft Word, Excel, and Outlook, and comfort working in agency management systems such as AMS 360
  • Clear, professional written and verbal communication skills
  • A dependable, service-oriented mindset and a positive, professional presence
  • Ability to manage multiple priorities while maintaining accuracy and follow-through

Why Chalmers

We are a relationship-driven, family-owned organization that values collaboration, integrity, and continuous learning. Our teams work closely together, support one another, and take pride in the service we provide to our clients and communities. You will be joining a workplace where your contributions are valued and your growth is encouraged.

If you are looking for a role where you can build meaningful relationships, grow your skills, and be part of a supportive team, we would love to hear from you.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance