Senior Account Analyst
Core
Senior Account Analyst providing proactive ownership of daily client support, compliance, and benefits administration for regional and national companies.
Role type
Senior IC account analyst (benefits brokerage)
Builds
Client service delivery, compliance documentation, and benefits administration workflows
Domain
Employee benefits marketplace and insurance
Deliverable
client delivery
Required skills
Client service, compliance analysis, plan document interpretation, open enrollment management, vendor/carrier relations, regulatory impact analysis, stop loss reconciliation, benchmarking analysis, RFP support, team mentorship
Preferred skills
Life and Health License
Technologies
Agency Management System, MS Office suite (Word, Excel, PowerPoint, Teams), Canva
Responsibilities
Maintain client records and activity logs; coordinate plan audits and review insurance contracts; oversee Open Enrollment activities and communications; resolve disputed claims and billing issues with carriers; conduct benchmarking analysis; analyze impact of new regulations; implement new business; mentor team members.
Seniority
Senior, hands-on IC