Mid Level Benefits Account Manager Jobs
Mid level benefits account manager jobs go to professionals ready to own client portfolios end to end, guide junior team members, and lead benefits strategy conversations with minimal supervision. Openings run across Insurance, Accounting & Auditing, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like CBIZ, Risksmith Insurance Services, and Marsh hiring at this level now.
Find JobsOverview
Showing 5 of 7+ Mid Level Benefits Account Manager jobs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED required
- 3 to 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
- Provide service delivery to an assigned block of clients
- Resolve moderately complex* customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
- Escalate client concerns when appropriate
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Coordinate employee communications for enrollment
- Participate with new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned May provide guidance and direction to less experienced client service staff
- Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
- Bachelor's Degree
- Life, Accident and Health Insurance License
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED required
- 3 to 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
- Provide service delivery to an assigned block of clients
- Resolve moderately complex* customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
- Escalate client concerns when appropriate
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Coordinate employee communications for enrollment
- Participate with new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned May provide guidance and direction to less experienced client service staff
- Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
- Bachelor's Degree
- Life, Accident and Health Insurance License
See All 7 Mid Level Benefits Account Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Benefits Account Manager Job Market
Who's Hiring
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
Mid Level Benefits Account Manager Jobs: Frequently Asked Questions
How do I get a mid level benefits account manager job?
Position your experience around ownership, not just task completion. Highlight accounts you managed independently, renewals you led, and clients you retained or grew. Tailor your resume to show you can handle a full book of business, navigate carrier relationships, and advise clients on plan design without constant direction. Certifications like CEBS or GBA strengthen your candidacy at this stage.
Which companies hire mid level benefits account managers?
Companies hiring mid level benefits account managers right now include CBIZ, Risksmith Insurance Services, and Marsh, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from brokerages, third-party administrators, insurance carriers, and large employers managing complex self-funded or fully-insured benefits programs in-house.
Are there remote mid level benefits account manager jobs?
Yes, though availability varies by employer and client base. About 50% of mid level benefits account manager openings are remote or hybrid as of November 2026, reflecting the role's ability to manage carrier communications and client relationships digitally. Roles tied to in-person enrollment support or hands-on client meetings are more likely to require on-site presence.
How do I move up to a mid level benefits account manager role?
Moving from entry level into mid level typically means building a consistent record of managing renewals, handling open enrollment cycles, and deepening your knowledge of compliance requirements like ACA, ERISA, and COBRA. Earning a benefits-specific certification, taking ownership of smaller accounts independently, and demonstrating measurable client retention or satisfaction over two to four years are the clearest signals that you are ready to step into a mid level role.
Which industries hire the most mid level benefits account managers?
Mid Level benefits account manager roles concentrate in Insurance, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because they manage large, complex employee populations with sophisticated benefits needs, requiring experienced account managers who can advise on plan strategy rather than simply administer existing programs.