Employee Health & Benefits Account Manager
Core
Manage service and retention for middle to large market group benefit accounts, handling daily client correspondence, renewals, and plan implementations.
Role type
Account Manager (Employee Health & Benefits)
Builds
Client service workflows, renewal documentation, and plan implementation files
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, insurance licensing (FL 2-15), Microsoft Office Suite, compliance reporting, carrier navigation, project management
Preferred skills
Bilingual (English/Spanish), experience with Employee Navigator/EPIC/BenefitPoint/ImageRight, travel availability
Technologies
Employee Navigator, EPIC, BenefitPoint, ImageRight, Marsh Agency Management System
Responsibilities
Manage annual planning timelines and prepare Benefit Guides; Lead renewal implementation calls and paperwork; Maintain client information in the agency management system; Navigate carrier partners to solve client problems; Counsel clients on compliance deadlines (Form 5500, COBRA, ACA); Project manage plan builds for implementation and open enrollment.
Seniority
Mid-level, hands-on IC
