Account Manager, Employee Benefits
Core
Manage employee benefits book of business, handling renewals, client retention, and carrier relationships for individuals and businesses.
Role type
Account Manager, Employee Benefits
Builds
Client retention and service delivery for employee benefits plans
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits knowledge, carrier relationship management, renewal process execution, claims resolution, project management, presentation skills, contract review, open enrollment strategy, compliance advisory, data reporting, client onboarding
Preferred skills
L&H License, bilingual English/Spanish, Microsoft Office proficiency, Monday.com usage
Technologies
Monday.com, BMS (BenefitPoint)
Responsibilities
Coordinate annual renewals and marketing processes; manage claims and coverage issue resolution; lead full renewal and RFP processes; present to C-suite, HR teams, and employees; develop open enrollment strategies; perform contract reviews and prepare plan documents; maintain client and carrier files.
Seniority
Mid-level, hands-on IC