Senior Employee Benefits Account Manager
Core
Provide support to Strategic Account Executives by managing client inquiries, ensuring plan document accuracy, and coordinating enrollment and regulatory filings for employer group benefits.
Role type
Senior Employee Benefits Account Manager
Builds
Employer group health and welfare benefit plans
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
ERISA compliance, Form 5500 filing, plan document review, carrier coordination, client education, regulatory research
Preferred skills
Prior broker experience with 100+ employee groups, Minnesota Life and Health License
Technologies
Form 5500, master applications, administrative service agreements
Responsibilities
Serve as point of contact for client and carrier inquiries; Create and maintain internal client files ensuring regulatory compliance; Attend client meetings as Subject Matter Expert for procedural matters; Review plan documents for accuracy and completeness; Draft communication documents for new or changed plans; Coordinate plan implementation and enrollment processes; Provide training on administrative procedures to clients.
Seniority
Senior, hands-on IC