Employee Benefits Assistant Account Manager

Job ID
# of Openings
Customer Service/Support
US-MD-Hunt Valley


Job Title: Employee Benefits Assistant Account Manager

Department: Account Management

Reports To: Senior Account Manager

FLSA Status: Non-exempt


Summary The Assistant Account Manager is responsible for assisting the day-to-day service and support for client accounts to ensure that client expectations are met.  Responsible for assisting in renewal communications, ongoing client service and new business projects as assigned, identifying opportunities to provide additional services. 


Essential Duties

  • Provide support to the account management team and sales team, as needed
  • Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
  • Contact insurance carriers to obtain Form 5500 schedules and work with the compliance team to ensure all information has been collected.
  • Assist in the management of the annual renewal process, including providing assistance with fulfillment of open enrollment communications and/or processing enrollment/changes forms
  • Remain abreast of the health insurance environment and constantly changing insurance legislation
  • Respond to routine and non-routine correspondence.
  • Work independently and within the team on special nonrecurring and ongoing projects
  • Represent Crawford Advisors in a positive and professional manner with both internal and external customers
  • Maintain composure and effectiveness under pressure in a deadline driven environment
  • Perform other duties and special projects as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                              

  • Bachelor’s degree and/or employee benefits insurance experience
  • Life and Health Insurance License and/or obtain within 90 days
  • Proficient in Microsoft Office applications
  • Strong PC skills with the aptitude to learn new systems
  • Knowledge of health, life and disability plans preferred

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


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