The Associate Account Manager supports the Account Management and Sales teams in delivering high-quality service to employer clients within a voluntary benefits brokerage environment. This role focuses on account administration, enrollment support, carrier coordination, and day-to-day client servicing. It is ideal for an early-career professional who is detail-oriented, proactive, and eager to build expertise in voluntary benefits operations and client management. Essential Functions: Support Account Managers in the day-to-day servicing of employer client accounts, ensuring a high level of responsiveness and accuracy Assist with onboarding new clients, partnering with the Implementation team to ensure smooth and timely setup Prepare, organize, and maintain client documentation including benefit summaries, plan comparisons, and service records within Salesforce Track account activity, deliverables, and key deadlines to ensure timely execution and follow-through Serve as a point of contact for routine client inquiries and requests, escalating more complex issues as appropriate Support eligibility updates, employee status changes, and general plan administration inquiries Coordinate resolution of client issues by working with internal teams and external partners Assist in drafting and distributing client communications related to enrollments, plan changes, and administrative updates Support the Sales team with RFP coordination, proposal preparation, and pre-sale activities Maintain accurate and up-to-date data within Salesforce, including client records, activities, and reporting Communicate with insurance carriers and vendor partners regarding plan setup, eligibility, billing, and service-related issues Track carrier deliverables and proactively follow up to ensure completion and accuracy Develop and maintain a working knowledge of carrier products, processes, and administrative requirements Support billing reconciliation, eligibility audits, and reporting needs to ensure data accuracy and client satisfaction Ensure accuracy and quality control across all client-facing materials and internal documentation Follow established processes and identify opportunities to improve efficiency, consistency, and service delivery Attend internal and external client meetings, capturing notes, action items, and follow-ups Support pipeline tracking and reporting for Sales and Account Management leadership Proactively identify service gaps or risks within assigned accounts and communicate recommendations to Account Managers Assist in developing client service timelines and renewal readiness tracking Support open enrollment execution and benefit fairs including logistics coordination, materials distribution, and platform readiness checks Help standardize internal templates, documentation, and workflows to improve team efficiency Contribute to internal reporting by identifying trends in client issues, carrier performance, and service needs Build strong working relationships with internal partners including implementation, billing, technology, and support teams Participate in team trainings and actively pursue development in voluntary benefits and client management best practices 
