Associate Account Manager
Core
Support servicing and retention of small-group (fewer than 100 lives) client accounts in the self-funded health benefits industry.
Role type
Entry-level Account Manager
Builds
Self-funded health benefit plans and services for small-group clients
Domain
Health insurance / Employee benefits
Deliverable
client delivery
Required skills
Client relationship building, Account lifecycle management, Renewal process execution, Service issue resolution, Internal cross-functional coordination, Basic reporting and agenda preparation
Preferred skills
Active state insurance license, Knowledge of ERISA/COBRA/HIPAA/ACA regulations
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Manage portfolio of small-group accounts to support satisfaction and retention; Gather and validate new client information during onboarding; Lead kickoff calls and conduct routine client/broker communications; Manage implementation timelines and track work to completion; Own annual renewal process and present plan options; Resolve routine client service issues and member inquiries; Coordinate with internal teams (Operations, Claims, COBRA) to fulfill commitments; Prepare basic account reports and renewal materials.
Seniority
Entry-level, 0-3 years experience