Account Manager-Employee Benefits
Core
Primary day-to-day contact for employee benefits clients, delivering service and support throughout the client lifecycle.
Role type
Account Manager (Employee Benefits)
Builds
Client service plans, enrollment materials, COBRA paperwork, and compliance reports for employee benefits programs.
Domain
Insurance / Employee Benefits Administration
Deliverable
client delivery
Required skills
Employee benefits program knowledge (fully insured, self-funded, level-funded), Microsoft Office proficiency, agency management systems experience, regulatory compliance knowledge, claims coordination, billing discrepancy resolution
Preferred skills
Life & Health licensing, college coursework, mentorship participation
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint), agency management systems, HR portals
Responsibilities
Serve as primary contact for assigned clients, coordinate open enrollment meetings, complete COBRA paperwork, maintain client information in CRM, resolve enrollment and billing issues, support government reporting requirements, manage workflows with Client Executives
Seniority
Mid-level, hands-on IC