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, and compliance reporting 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 resolution
Preferred skills
Life & Health licensing, college coursework, mentorship participation
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint), CRM systems, Agency Management Systems
Responsibilities
Serve as primary contact for assigned clients, coordinate open enrollment meetings, complete COBRA paperwork, maintain client documentation and activity logs, resolve enrollment and billing issues, support government reporting requirements, participate in professional development
Seniority
Mid-level, 2+ years experience
