Benefits Account Manager Jobs
Benefits Account Manager jobs are open across insurance, employee benefits consulting, HR technology, and brokerage firms, at every level from associate to senior and principal, with specializations in group health, voluntary benefits, and employer self-funded plans. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 292+ Benefits Account Manager jobs
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Lockton is seeking an experienced, entrepreneurial-minded Senior Account Manager to join our growing Executive Benefits practice. This individual will manage client relationships, coordinate nonqualified deferred compensation (NQDC) programs, and deliver exceptional client experiences.
The ideal candidate is proactive, highly organized, detail-oriented, and enjoys solving complex problems while contributing to a collaborative, high-performing team.
Position Responsibilities
- Serve as the primary relationship manager for an assigned portfolio of approximately 20 NQDC clients, building trusted relationships with HR, finance, and executive leadership.
- Lead annual client reviews and stewardship meetings, including plan administration, participation, enrollment activity, and other established plan information.
- Coordinate new client onboarding, plan implementations, and ongoing administration with recordkeepers, third-party administrators, and other service providers.
- Manage annual enrollment campaigns, including participant communications, educational presentations, scheduling, and factual participant education regarding established plan provisions, within applicable compliance guidelines.
- Prepare and review client presentations, reports, enrollment materials, and other communications, ensuring accuracy and consistency.
- Proactively manage client requests, resolve issues, and coordinate internal and external resources to deliver exceptional service.
- Maintain accurate client records, manage competing priorities, and ensure timely follow-through on commitments.
- Collaborate with team members to improve processes, leverage technology, and support the continued growth of our national Executive Benefits practice.
- Provide factual and administrative information regarding established plan provisions while appropriately escalating securities-related questions, investment discussions, or participant-specific recommendations to a registered representative.
- Experience in nonqualified deferred compensation, executive benefits, or related plan administration preferred.
- Strong client relationship management skills, including experience working with senior executives.
- Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail.
- Strong written and verbal communication skills, with the ability to explain complex information clearly.
- Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Self-starter with a high degree of ownership, initiative, adaptability, and follow-through.
- Ability to manage multiple clients and projects independently while collaborating effectively with others.
- Bachelor's degree in business, finance, accounting, or a related field and/or equivalent professional experience.
- Securities licensing is not required for this position; however, existing securities registrations are considered a plus.
- Legally authorized to work in the United States without the need for current or future employer-provided visa sponsorship.
Join Our Team
We're building a national Executive Benefits practice focused on exceptional client experiences, meaningful professional growth, and a culture grounded in our core values: Growth Mindset, Caring, Batteries Included, and Ownership Mentality.
We welcome individuals who are curious, collaborative, and excited about helping build something exceptional.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Lockton is seeking an experienced, entrepreneurial-minded Senior Account Manager to join our growing Executive Benefits practice. This individual will manage client relationships, coordinate nonqualified deferred compensation (NQDC) programs, and deliver exceptional client experiences.
The ideal candidate is proactive, highly organized, detail-oriented, and enjoys solving complex problems while contributing to a collaborative, high-performing team.
Position Responsibilities
- Serve as the primary relationship manager for an assigned portfolio of approximately 20 NQDC clients, building trusted relationships with HR, finance, and executive leadership.
- Lead annual client reviews and stewardship meetings, including plan administration, participation, enrollment activity, and other established plan information.
- Coordinate new client onboarding, plan implementations, and ongoing administration with recordkeepers, third-party administrators, and other service providers.
- Manage annual enrollment campaigns, including participant communications, educational presentations, scheduling, and factual participant education regarding established plan provisions, within applicable compliance guidelines.
- Prepare and review client presentations, reports, enrollment materials, and other communications, ensuring accuracy and consistency.
- Proactively manage client requests, resolve issues, and coordinate internal and external resources to deliver exceptional service.
- Maintain accurate client records, manage competing priorities, and ensure timely follow-through on commitments.
- Collaborate with team members to improve processes, leverage technology, and support the continued growth of our national Executive Benefits practice.
- Provide factual and administrative information regarding established plan provisions while appropriately escalating securities-related questions, investment discussions, or participant-specific recommendations to a registered representative.
- Experience in nonqualified deferred compensation, executive benefits, or related plan administration preferred.
- Strong client relationship management skills, including experience working with senior executives.
- Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail.
- Strong written and verbal communication skills, with the ability to explain complex information clearly.
- Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Self-starter with a high degree of ownership, initiative, adaptability, and follow-through.
- Ability to manage multiple clients and projects independently while collaborating effectively with others.
- Bachelor's degree in business, finance, accounting, or a related field and/or equivalent professional experience.
- Securities licensing is not required for this position; however, existing securities registrations are considered a plus.
- Legally authorized to work in the United States without the need for current or future employer-provided visa sponsorship.
Join Our Team
We're building a national Executive Benefits practice focused on exceptional client experiences, meaningful professional growth, and a culture grounded in our core values: Growth Mindset, Caring, Batteries Included, and Ownership Mentality.
We welcome individuals who are curious, collaborative, and excited about helping build something exceptional.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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Benefits Account Manager Jobs by Experience Level
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Find Benefits Account Manager JobsBenefits Account Manager Job Market
Who's Hiring
- Higginbotham33
- USI Insurance Services27
- HUB International23
- Alliant Insurance Services18
- Lockton Companies16
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
- Education
- Technology & Software
What Employers Look For
The qualifications that appear most often in benefits account manager jobs.
- 2 to 5 years of experience in employee benefits account management or brokerage
- Active state health and life insurance license in the employer's operating states
- Proficiency with benefits administration platforms and CRM software
- Experience managing mid-market or large-group employer accounts end to end
- Working knowledge of ACA compliance, ERISA, COBRA, and HIPAA regulations
- Bachelor's degree in business, human resources, finance, or a related field
Tips for Your Benefits Account Manager Job Search
Tailor your resume to benefits-specific metrics
Hiring managers want to see retention rates, book-of-business size, and renewal percentages, not just job duties. Replace generic account management bullet points with outcomes like client retention numbers and revenue growth tied directly to benefits portfolios you managed.
Lead with your carrier and vendor relationships
Employers expect benefits account managers to arrive with existing relationships with carriers, TPAs, or PBMs. Identify which relationships you have and name them explicitly in your resume summary and cover letter so recruiters can match you to their client base.
Apply early to roles that fit
Migrate Mate lists benefits account manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by book-of-business size
Job postings often specify small-group, mid-market, or large-group client segments. Target roles aligned with the segment you know best, since crossing from small-group to large-group without matching experience is one of the most common reasons candidates get screened out early.
Prepare a renewal scenario for your interview
Many benefits account manager interviews include a scenario question about handling a difficult renewal negotiation or a client threatening to move their business. Walk in with a real example from your background that shows how you kept or expanded a client account under pressure.
Negotiate on the full compensation package
Benefits account manager offers often include base, commission, and a renewal bonus structure. Ask specifically how the commission plan is calculated on renewals versus new business, since those structures vary widely and affect your total take-home more than the base figure alone.
Benefits Account Manager Jobs: Frequently Asked Questions
Which companies are hiring the most benefits account managers?
The companies hiring the most benefits account managers right now include Higginbotham, USI Insurance Services, and HUB International, with the largest share of openings in Texas, California, and Florida, based on current listings on Migrate Mate as of November 2026. Hiring tends to cluster around regional brokerage offices and national carriers managing large employer client bases.
How many benefits account manager jobs are remote?
About 89% of benefits account manager openings are fully remote or hybrid as of November 2026, with remote arrangements most common in roles focused on renewals, compliance support, and large-group account servicing rather than in-person client relationship development or small-group brokerage work.
How do you become a benefits account manager?
Start by obtaining your state health and life insurance license, which most employers require before your first day. Build foundational experience in benefits administration, HR, or insurance customer service. Move into an account coordinator or analyst role at a brokerage or carrier to learn the renewal cycle, then advance to full account management responsibility as you grow your client relationships and product knowledge.
Can you get a benefits account manager job with little experience?
Yes, some employers hire candidates into associate or coordinator roles that feed into benefits account management. Focus on obtaining your insurance license before applying, since it removes the most common early screening barrier. Highlight any exposure to open enrollment support, HR administration, or benefits plan communication work, as those demonstrate familiarity with the client-facing side of the role.
What does the benefits account manager interview process look like?
Most employers run a phone screen focused on your insurance license status and benefits experience, followed by a video or in-person interview with a hiring manager who will probe your renewal process, client retention approach, and carrier relationships. Final rounds often include a panel with a sales leader or senior account manager and may involve a scenario question about handling a difficult renewal or an at-risk client situation.
Where can I find and apply to benefits account manager jobs?
You can find and apply to benefits account manager jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and target segment, and apply directly to each listing that fits.
See All 292+ Benefits Account Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Benefits Account Manager Jobs