Employee Health & Benefits Account Manager (Insurance)

Location: Hybrid position based in regional offices in Maitland, Tampa, Clearwater, or Sarasota, Florida, with in-person client-facing meetings as needed.

Company

hirify.global Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions through local consulting offices supported by global resources.

What you will do

• Manage annual planning timelines and prepare client deliverables, including benefit guides.
• Lead renewal implementation calls, complete related paperwork, and hold carriers accountable for accuracy, timelines, and service expectations.
• Maintain accurate client information and electronic files in agency management and document management systems.
• Advocate for clients by resolving administration, billing, claims, enrollment, and service issues with carrier partners and internal colleagues.
• Project-manage Employee Navigator or PlanSource plan builds, open enrollment, plan rules, rates, and electronic file-feed integrations.
• Counsel clients on Form 5500, COBRA, ACA reporting, annual wrap documents, required notices, Medicare Part D, and CMS disclosure requirements.

Requirements

• High school diploma or equivalent.
• Active and current Florida 2-15 insurance license required.
• At least 2 years of account management experience within an insurance agency and relevant industry experience.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word.
• Strong attention to detail, time management, communication, presentation, client relations, and problem-solving skills.
• Ability to work in a hybrid arrangement and attend in-person client meetings when required.

Nice to have

• Bachelor’s degree or higher.
• Bilingual English and Spanish skills.
• Experience with Employee Navigator, EPIC, BenefitPoint, or ImageRight.
• Willingness to travel occasionally, including overnight travel.

Culture & Benefits

• Hybrid and flexible work environment.
• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution matching and stock purchase opportunities.
• Inclusive culture supported by entrepreneurial leadership, scalable resources, and company core values.