Account Manager, Employee Benefits
Core
Manages day-to-day oversight, advocacy, and administration of client health and welfare insurance programs.
Role type
Account Manager, Employee Benefits
Builds
Client service, program administration, and benefits strategy implementation
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Client relationship management, insurance plan analysis, claims and billing administration, contract review, data management, financial analysis, vendor coordination
Preferred skills
Life & Health licensing, industry continuing education, HRIS system proficiency
Technologies
Microsoft Office Suite, Outlook, agency management systems, Ease, ADP, Paylocity
Responsibilities
Manage account-service processes and client eligibility/claims/billing inquiries; Analyze client objectives and compare insurance plans for suitability; Maintain accurate account files and update automated systems; Lead implementation of new and renewal benefit programs; Prepare quotes, proposals, and annual legal notices; Partner with producers to design benefit strategies and perform financial analysis; Coordinate with carriers and vendors for program implementation and payments.
Seniority
Mid-level, hands-on IC