Employee Benefits Account Manager
Core
Manage a personal book of business for employer-sponsored health and welfare plans, serving mid-market clients.
Role type
Mid-market Employee Benefits Account Manager
Builds
Client service and retention for health, dental, vision, life, and disability 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, Revenue growth strategies, Project planning, Workflow management, Renewal and RFP preparation, Team coaching, Microsoft Excel/Word/PowerPoint proficiency
Preferred skills
GBA or CEBS Certification, BA/BS degree, Client-facing experience in employee benefits industry, Knowledge of HealthCare Reform and industry trends
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Forms 5500, Carrier reporting systems
Responsibilities
Manage assigned book of business ($500k+), Respond to day-to-day client inquiries, Interface with vendors and clients, Prepare renewals and RFPs, Coordinate vendor responses and negotiations, Delegate tasks to Benefit Analysts, Facilitate client meetings, Analyze proposal results and develop presentations
Seniority
Mid-level, hands-on IC