CareerPlan

Account Manager - Hybrid (Tampa, FL)

Tampa, FLFull-time2026-07-28 → 2026-11-11

Core

Manage assigned book of business for employer health and benefits clients, serving as the main point of contact for service needs and renewals.

Role type

Account Manager (Health & Benefits)

Builds

Client service deliverables and retention for employer health insurance portfolios

Domain

Health insurance and employee benefits

Deliverable

client delivery

Required skills

Account management, consultative sales, benefits administration, client relationship management, needs analysis, enrollment management, cost reduction strategy, 5500 form filing, leadership

Preferred skills

Quoting process knowledge, database applications

Technologies

Microsoft Office, quoting tools

Responsibilities

Manage assigned book of business, serve as primary client contact for benefit-related service needs, delegate work to internal service team, manage renewal processes, conduct needs analysis and strategy calls, conduct enrollment meetings, advise clients on cost reduction and competitive benefits options, assist with 5500 form filings, grow book of business through cross-sale opportunities, build client relationships through proactive communications, educate clients on industry trends, manage complex accounts and high-level service deliverables, provide leadership within the extended service team

Seniority

Mid-level, hands-on IC