Account Manager II, Employee Benefits
Core
Managing health and welfare programs for clients through day-to-day oversight, advocacy, and systems management.
Role type
Mid-level Account Manager (Employee Benefits)
Builds
Client health and welfare benefit programs
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits product knowledge, ACA/COBRA/HIPAA legislation knowledge, contract review, financial analysis, plan assessment, vendor management, data accuracy, system updates
Preferred skills
Brokage experience, Life & Health licensing, mentoring junior staff
Technologies
Microsoft Office Suite, Outlook, agency management systems, Ease, ADP, Paylocity
Responsibilities
Manage account-service processes and client relationships; Analyze and compare insurance plans for suitability; Serve as point of contact for eligibility, claims, and billing inquiries; Update open enrollment packets and plan documents; Prepare quotes, proposals, and EB Comp Disclosure; Lead implementation of new and renewal plans; Mentor and train support staff
Seniority
Mid-level, hands-on IC with some oversight