Associate Account Manager at EntertainmentBenefitsGroup

The Associate Account Manager supports the Account Management and Sales teams in delivering high-quality service to employer clients within a voluntary benefits brokerage environment. This role focuses on account administration, enrollment support, carrier coordination, and day-to-day client servicing. It is ideal for an early-career professional who is detail-oriented, proactive, and eager to build expertise in voluntary benefits operations and client management.  Essential Functions:  • Support Account Managers in the day-to-day servicing of employer client accounts, ensuring a high level of responsiveness and accuracy  • Assist with onboarding new clients, partnering with the Implementation team to ensure smooth and timely setup  • Prepare, organize, and maintain client documentation including benefit summaries, plan comparisons, and service records within Salesforce  • Track account activity, deliverables, and key deadlines to ensure timely execution and follow-through  • Serve as a point of contact for routine client inquiries and requests, escalating more complex issues as appropriate  • Support eligibility updates, employee status changes, and general plan administration inquiries  • Coordinate resolution of client issues by working with internal teams and external partners  • Assist in drafting and distributing client communications related to enrollments, plan changes, and administrative updates  • Support the Sales team with RFP coordination, proposal preparation, and pre-sale activities  • Maintain accurate and up-to-date data within Salesforce, including client records, activities, and reporting  • Communicate with insurance carriers and vendor partners regarding plan setup, eligibility, billing, and service-related issues  • Track carrier deliverables and proactively follow up to ensure completion and accuracy  • Develop and maintain a working knowledge of carrier products, processes, and administrative requirements  • Support billing reconciliation, eligibility audits, and reporting needs to ensure data accuracy and client satisfaction  • Ensure accuracy and quality control across all client-facing materials and internal documentation  • Follow established processes and identify opportunities to improve efficiency, consistency, and service delivery  • Attend internal and external client meetings, capturing notes, action items, and follow-ups  • Support pipeline tracking and reporting for Sales and Account Management leadership  • Proactively identify service gaps or risks within assigned accounts and communicate recommendations to Account Managers  • Assist in developing client service timelines and renewal readiness tracking  • Support open enrollment execution and benefit fairs including logistics coordination, materials distribution, and platform readiness checks  • Help standardize internal templates, documentation, and workflows to improve team efficiency  • Contribute to internal reporting by identifying trends in client issues, carrier performance, and service needs  • Build strong working relationships with internal partners including implementation, billing, technology, and support teams  • Participate in team trainings and actively pursue development in voluntary benefits and client management best practices