CareerPlan

Senior Account Analyst

Conshohocken, PA, USFull-time$75k2026-10-01 → 2026-11-09
Hybrid

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