CareerPlan

Benefits Specialist, Workforce Benefits Account Management - West Region

USARemoteFull-time2026-10-20 → 2026-11-12
HybridNo visa sponsorship

Core

Account manager for 100-499 lives block of business, managing relationships with new and existing customers for Life, Disability, Absence Management, and Supplemental Health products.

Role type

Benefits Account Manager

Builds

In-force business and customer satisfaction for small group insurance accounts

Domain

Insurance / Benefits Administration

Deliverable

client delivery

Required skills

customer service, contract provision communication, data management, billing resolution, claim escalation resolution, renewal management, implementation coordination, negotiation support, multitasking, problem solving

Preferred skills

sales aptitude, mathematics aptitude, independent decision making

Technologies

Windows XP, MS Word, MS Excel, MS Outlook, GO portal

Responsibilities

Serve as primary service contact for assigned book of business; respond to customer inquiries; manage day-to-day service work including Agent of Record changes, licensing updates, and complex billing resolutions; manage renewal process and coordinate with underwriting; attend face-to-face meetings and benefit fairs; collaborate with sales executives to identify growth opportunities; drive proactive service touchpoints; participate in special projects for process improvement.

Seniority

Individual Contributor