Account Manager

For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage.

Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.

The primary function of this role is to support the day-to-day management and servicing of employee benefits clients, including group health, dental, vision, life, disability, and voluntary benefit plans. The ideal candidate will be proactive, detail-oriented, and committed to delivering exceptional service to both clients and internal stakeholders.

• Serve as the primary point of contact for a designated book of employee benefits clients.
• Manage client relationships by providing proactive communication, ongoing education, and exceptional support.

• Coordinate and manage the renewal process, including collecting census data, preparing marketing submissions, analyzing carrier quotes, and presenting plan options.
• Facilitate implementation of new benefit programs, including enrollment materials, employee communications, and carrier setup.
• Assist with employee open enrollment processes, including coordination with HR teams and third-party vendors.
• Resolve service issues related to claims, billing, eligibility, and carrier administration.

• Maintain accurate client records in the agency management system.
• Collaborate with producers, carriers, and internal teams to deliver seamless client experiences.
• Stay current on benefit trends, compliance updates (ACA, ERISA, COBRA, HIPAA), and market developments.
• Other duties as assigned.

• Current New Jersey Life & Health license required, or the willingness to obtain the license upon being hired
• Minimum of 2 years of experience in employee benefits account management, or related benefits role desired
• Knowledge of employee benefits products and administration
• Familiarity with compliance regulations (ACA, ERISA, COBRA, HIPAA)
• Proficiency with AMS
  360 and Image Right preferred; experience with other agency management systems will be considered
• Proficiency with Microsoft Office Suite
• Familiarity with Benefit Point, or other employee benefits management platforms preferred
• Excellent verbal and written communication skills
• Ability to manage multiple client accounts and priorities simultaneously
• Customer-focused approach with problem-solving mindset
• High attention to detail and organizational skills

Monday-Friday, 9:00am-5:00pm

492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options After Training)

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.