Benefits Account Manager
Core
Manage client benefit data, prepare RFPs and formal proposals, and coordinate enrollment and compliance reporting for health and insurance plans.
Role type
Account Manager (Benefits Operations)
Builds
Client benefit proposals, enrollment materials, and compliance reports
Domain
Insurance and Employee Benefits
Required skills
Data entry, RFP creation, proposal preparation, client communication, compliance reporting, spreadsheet management
Preferred skills
Bilingual Spanish, GBA certification, Bisys Correspondence courses
Technologies
Benefit Point, bSwift, Excel, Word, PowerPoint, Bisys
Responsibilities
Enter client data into Benefit Point, create and release RFPs to carriers, prepare formal proposals, conduct enrollment meetings, submit Medicare Part D disclosures and Schedule A's, compile aggregate reports for Account Executives.
Seniority
Mid-level, mentored role
