At The Competitive Advantage Companies, we are always looking for talented, driven professionals to join our team. We believe in fostering a collaborative and dynamic work environment where integrity, innovation, and dedication drive success.
ACCOUNT MANAGER
EMPLOYEE BENEFITS​​​
As the Employee Benefits Account Manager at The Competitive Advantage Companies, you will be the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. You’ll build and maintain strong client relationships by coordinating plan renewals, overseeing enrollment processes, resolving benefits-related issues, and ensuring exceptional service delivery. This role is highly client-focused, with approximately 65% of your time dedicated to responding to client inquiries via phone and email, 25% spent coordinating projects, and 10% spent in the field supporting client enrollment meetings. Requirements: - Serve as the primary point of contact for assigned employer group clients, fostering strong and responsive client relationships. - Manage the annual benefits renewal process, including quoting, plan analysis, and carrier negotiations. - Develop and present benefit plan recommendations to clients, ensuring tailored and cost-effective solutions. - Coordinate open enrollment activities, including employee communications, meeting materials, and virtual/in-person presentations. - Troubleshoot and resolve employee benefit issues, including claims, billing discrepancies, and eligibility matters. - Collaborate with producers, account executives, and insurance carriers to support client needs and ensure smooth plan administration. - Assist with the implementation of new benefit plans and carrier transitions. - Provide ongoing HR and compliance support to clients, including guidance on COBRA, HIPAA, ACA, ERISA, and other regulatory requirements. - Advocate for employees in claims resolution and benefit eligibility questions. - Maintain accurate and up-to-date records in the agency management system. - Coordinate and resolve client and carrier billing issues. - Manage client census data and databases to ensure reporting accuracy and renewal readiness. - Process new business, including plan setup and documentation. - Provide confirmations and follow-ups for all client service requests. - Stay informed on industry trends, regulatory changes, and emerging product offerings. Required Qualifications: - 3+ years of experience in employee benefits, insurance brokerage, or HR benefits administration - Active [State] Health & Life Insurance License, or ability to obtain one within a defined time-frame - Strong working knowledge of group medical, dental, vision, life, disability, FSA/HSA, and other ancillary benefit plans - Experience managing small to mid-sized group markets (2–100+ lives) - Familiarity with insurance carriers, quoting platforms, and HRIS/benefits administration systems - Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) - Excellent communication, organizational, and problem-solving skills - Strong client service orientation and attention to detail - Ability to manage multiple tasks and deadlines in a fast-paced environment - Bachelor’s degree from an accredited college or university - Positive, professional demeanor with a collaborative and team-oriented mindset Preferred Qualifications: - Experience with large group benefit plans - Prior use of AgencySmart or similar agency management systems Why Work at The Competitive Advantage Companies: At The Competitive Advantage Companies, you’ll be part of a collaborative, tight-knit team where your work is truly valued. As an Employee Benefits Account Manager, you'll enjoy direct access to account executives who are accessible, engaged, and committed to your success. We believe in balance. Our standard office hours are 8:30 AM to 4:30 PM, Monday through Friday. While occasional projects may require additional time, these instances are infrequent. We provide digital tools that allow remote access to our systems and email when needed. We offer a competitive benefits package that includes: - Medical, Dental, and Vision Insurance - Life Insurance - 401(k) Retirement Plan Your contributions will be recognized and appreciated—we work together, and we win together. Please email your resume to: ashley@thecacompanies.com & mary@thecacompanies.com
ACCOUNT MANAGER
SENIOR BENEFITS​​​
As the Senior Benefits Account Manager at The Competitive Advantage Companies (TCAC), you’ll play a dual role — leading by example in the management of your own client portfolio while also mentoring and overseeing the broader Account Management team. You will be responsible for delivering exceptional service to our clients and ensuring that TCAC’s Account Managers operate with consistency, efficiency, and professionalism across all client relationships. This is a senior-level, client-facing position requiring strong leadership, deep technical knowledge of group benefits, and a proactive approach to client service and team coordination. Key Responsibilities: - Client Relationship & Account Management - Serve as the primary point of contact for a designated portfolio of employer group clients, fostering strong, responsive relationships. - Manage the annual renewal process — including quoting, plan analysis, benchmarking, and carrier negotiations — to deliver tailored, cost-effective benefit solutions. - Develop and present strategic recommendations to clients that align with their financial goals and employee engagement objectives. - Oversee open enrollment activities, ensuring timely delivery of employee communications, meeting materials, and presentations (virtual or in-person). - Resolve complex client and employee issues related to claims, billing, and eligibility, serving as a trusted advocate and resource. - Provide ongoing compliance and HR support, including COBRA, HIPAA, ACA, ERISA, and other federal/state regulations. - Maintain accurate documentation and client data within the agency management system. Team Leadership & Management: - Supervise and lead the Account Management team, providing coaching, training, and performance oversight to ensure client service standards are consistently met. - Partner with producers, executives, and leadership to assign accounts, balance workloads, and improve operational efficiency. - Review client deliverables, renewals, and communications prepared by Account Managers for quality and accuracy. - Foster a culture of collaboration, accountability, and professional growth across the Account Management department. - Identify opportunities for process improvement and help develop best-practice workflows for client service delivery. Strategic & Operational Support - Work cross-functionally with internal teams (Benefits, P&C, Life & Annuities, HR, and Leadership) to enhance client experience. - Stay informed on industry trends, carrier updates, and emerging product offerings to support client strategy and internal training. - Participate in and contribute to company initiatives focused on growth, efficiency, and client retention. Qualifications: - 5+ years of experience in employee benefits account management (brokerage or carrier background strongly preferred). - Proven experience leading or mentoring a team in a client service-oriented environment. - Active Life & Health Insurance License (or willingness to obtain within 90 days). - Deep understanding of group medical, dental, vision, life, disability, and voluntary benefits. - Strong analytical, organizational, and communication skills. - Proficiency with agency management systems (AgencySmart) and Microsoft Office Suite Why Work at The Competitive Advantage Companies: At The Competitive Advantage Companies, you’ll be part of a collaborative, tight-knit team where your work is truly valued. As an Employee Benefits Account Manager, you'll enjoy direct access to account executives who are accessible, engaged, and committed to your success. We believe in balance. Our standard office hours are 8:30 AM to 4:30 PM, Monday through Friday. While occasional projects may require additional time, these instances are infrequent. We provide digital tools that allow remote access to our systems and email when needed. We offer a competitive benefits package that includes: - Medical, Dental, and Vision Insurance - Life Insurance - 401(k) Retirement Plan Your contributions will be recognized and appreciated—we work together, and we win together. If interested, please send your resume to ashley@thecacompanies.com
ACCOUNT MANAGER
PROPERTY & CASUALTY​​​​​
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Location: In Office at Company Headquarters, Red Bank, NJ The Competitive Advantage Companies is seeking an experienced and licensed Property & Casualty Account Executive to join our team. This role requires experience in insurance client services, along with strong technical skills in quoting, endorsements, and AMS360. This is a client-facing position where you will partner closely with producers to deliver exceptional service and ensure smooth account management. Why Join Us - Supportive Team Culture: Work alongside Account Executives who are accessible and collaborative. We value teamwork, accountability, and celebrating success together. - Work Hours: Monday–Friday, 8:30am–4:30pm. Occasional projects may require extended hours, but rarely. - Tools & Flexibility: We provide digital tools for remote access as needed. While in-person attendance is required, some flexibility may be considered based on seniority and circumstances. - Benefits Package: Medical, Dental, Vision, Life Insurance, and 401(k). Key Responsibilities - Provide prompt, professional, and accurate customer service through phone, email, and in-person interactions. - Manage and process insurance applications, endorsements, audits, inspections, renewals, and carrier requests. - Maintain accurate client records in AMS360 and other databases. - Assist producers with proposals, spreadsheets, and client presentations. - Support client meetings, including preparation and occasional field visits. - Handle clerical and administrative tasks such as electronic filing, invoicing, and phone support. Qualifications & Skills - Bachelor’s degree plus two years of account management experience in Property & Casualty insurance, or equivalent experience. - Active New Jersey Property & Casualty license. - Proficiency in AMS360. - Strong computer skills (Excel, Outlook, PowerPoint, Word, Adobe, Zoom). - Excellent organizational, time management, and project management skills. - Exceptional written and verbal communication abilities. - Attention to detail, accuracy, and consistency in all work. - Strong problem-solving and reasoning skills (including math-based problem solving). - Positive, professional demeanor and ability to thrive in a team-oriented environment. - Knowledge of additional insurance lines (health, life, dental, vision, disability) is a plus. What We Value At Competitive Advantage, your hard work will be noticed and appreciated. We believe in collaboration, initiative, and delivering exceptional client experience. We work together—and we win together! Please email your resume to: ashley@thecacompanies.com & mary@thecacompanies.com
Supportive Team Environment:
​Work alongside knowledgeable professionals who are committed to your success.
Career Growth Opportunities:
We invest in our employees through training, mentorship, and professional development.
Competitive Compensation & Benefits:
Enjoy a rewarding career with comprehensive benefits and incentives.
Make an Impact:
Help businesses and individuals navigate insurance with confidence and clarity.
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