Account Service Manager – Benefits

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Legacy Risk Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🛡️ Insurance

🤝 B2B

Insurance • B2B

Legacy Risk Solutions is a united network of independent insurance agencies based in the southeastern United States. The company preserves the local identity of community-based agencies while providing expanded resources, broader market access, and collective strength—supporting partners with carrier relationships, operational tools, and client-focused insurance solutions. Positioning itself as a top-25 independent agency group with 50+ offices across the Southeast, Legacy emphasizes service, sustainability, long-term perpetuation, and tailored risk management for both local communities and partner agencies.

📋 Description

• Provide service by responding to client and participant inquiries via phone and email • Support Benefits Account Managers with day-to-day servicing and administration of client accounts • Assist with enrollment, eligibility, and coverage changes, including new enrollments, terminations, and qualifying life events • Process enrollment and eligibility changes through carrier websites and benefits administration platforms • Assist clients and participants with benefit questions, ID cards, enrollment status, billing inquiries, claims questions, and general service needs • Research and help resolve enrollment, eligibility, billing, and claims-related issues by coordinating with carriers, Account Managers, and clients • Maintain accurate client, participant, and plan information in agency management and carrier or benefits administration platforms • Review benefit documents, enrollment materials, carrier communications, and account information for accuracy and completeness • Assist with preparing renewal materials, benefit summaries, enrollment materials, presentations, and other client-facing documents • Support new client implementation and renewal activities by gathering documentation, tracking outstanding items, and coordinating with Account Managers and carrier partners • Assist with obtaining applications, forms, plan documents, and other required information from clients and carriers • Coordinate distribution of benefit materials, ID cards, plan documents, and other deliverables • Maintain activity notes, follow-up items, and workflow documentation in the agency management system • Process communications and maintain organized electronic client files • Utilize Applied Epic, Microsoft Office, carrier portals, benefits administration platforms, and other agency technology • Prepare and maintain reports and spreadsheets supporting account management and team operations • Escalate complex coverage, claims, billing, eligibility, or compliance matters to the appropriate team member • Collaborate with Account Managers, Producers, carrier partners, and internal teams • Participate in carrier training, continuing education, and internal team meetings • Identify workflow improvements and opportunities to enhance operational efficiency and client experience • Provide team support and assist with special projects as assigned

🎯 Requirements

• High school diploma or equivalent required • Life & Health Insurance License preferred or the ability to obtain within 90 days of employment • Previous insurance, benefits, customer service, or administrative experience preferred • Employee Benefits or health insurance experience is a plus • Familiarity with medical, dental, vision, life, disability, and other employee benefit products preferred • Experience with Applied Epic or a similar agency management system preferred • Experience with carrier portals or benefits administration platforms is a plus • Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, PowerPoint, and Microsoft 365 • Strong organizational skills with exceptional attention to detail and accuracy • Excellent written and verbal communication skills with a strong customer-service mindset • Ability to manage multiple priorities and meet deadlines in a fast-paced environment • Strong problem-solving and research skills with the ability to follow issues through to resolution • Ability to work independently while knowing when to escalate complex client or coverage matters • Team-oriented mindset with a commitment to collaboration, continuous improvement, and exceptional client service • Self-motivated with an ownership mentality and a desire to learn, grow, and contribute to the success of the Benefits team

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) with company match • Flexible Spending Account (FSA) • Life insurance coverage • Short-term and long-term disability coverage • Accident and critical illness insurance options • Generous Paid Time Off (PTO) • Professional growth, including obtaining a Life & Health Insurance License • Opportunities for continued career advancement within the organization