Client Services Associate - Employee Benefits

Associate Account Manager / Client Services Associate – Employee Benefits

We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team.

This is an employee benefits consulting support role focused on assisting with client service delivery, renewals, and benefits administration. Small-group renewal processes and procedures experience is required.

You'll work closely with experienced Account Managers to help manage a book of employer clients and ensure accurate, timely execution of deliverables.

What You'll Do

• Support day-to-day client servicing activities for employer benefit plans


• Assist with small-group renewals, including obtaining quotes, preparing renewal comparisons, coordinating carrier communications, and managing renewal timelines


• Support open enrollment preparation and employee communications


• Coordinate with carriers and internal teams on plan updates, renewals, implementations, and changes


• Help prepare reports, spreadsheets, and client deliverables


• Maintain accurate client records and data in internal systems

What We're Looking For

• 2–5 years of experience in employee benefits, insurance, or client service/account management


• Experience supporting or managing small-group renewals, including carrier coordination and client communications


• Familiarity with carrier requirements and renewal/implementation processes for CareFirst, UnitedHealthcare, and Kaiser preferred


• Strong attention to detail and organizational skills


• Ability to manage multiple priorities in a fast-paced environment


• Strong communication and Excel/Office skills


• Interest in building a career in employee benefits consulting


• Life & Health license is required