Employee Benefits Account Manager
Core
Manage a personal book of business of approximately $500,000+ for mid-market clients, serving as a subject matter expert on Health & Welfare Benefits including medical, dental, vision, life, and disability plans.
Role type
Mid-Market Account Manager
Builds
Client service, renewals, RFPs, and vendor coordination for employer-sponsored health & welfare plans
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Health & Welfare benefits administration, Federal and state regulations knowledge, Vendor/carrier product expertise, Client relationship management, Project planning, Workflow management, Forms 5500 and policy review, Carrier reporting analysis, Presentation development
Preferred skills
GBA or CEBS Certification, Client-facing experience in employee benefit industry, BA/BS degree
Technologies
Microsoft Excel, Word, PowerPoint
Responsibilities
Respond to day-to-day client inquiries and analytics needs, Interface with vendors and key clients, Create client deliverables and ensure quality standards, Manage assigned book of business and drive revenue growth, Support Team Leader and Account Executives, Prepare renewals and RFPs and coordinate vendor responses, Delegate administrative tasks to Benefit Analysts, Facilitate client meetings and prepare agendas
Seniority
Mid-level, hands-on IC