Senior Account Manager - Employee Benefits
Core
Senior Account Manager managing a book of business for employee benefits clients, focusing on retention, carrier relationships, and strategic planning.
Role type
Senior Account Manager (Employee Benefits)
Builds
Multi-year strategic plans, open enrollment packets, benefits booklets, and client service solutions.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Client relationship management, carrier relationship management, project management, claims and coverage issue resolution, billing and eligibility audits, compliance advisory, open enrollment facilitation, contract review, RFP process support, data management, mentorship.
Preferred skills
Agency Management systems, MS Excel, self-funding plans knowledge.
Technologies
BenefitPoint, Brainshark, MS Excel.
Responsibilities
Maintain client relationships and support retention; manage claims and coverage issues; provide benchmarking reports; facilitate open enrollment and create benefit booklets; manage new carrier/vendor implementations; perform contract reviews and 5500 preparation; assist in RFP processes; provide mentorship to Account Administrators.
Seniority
Senior, hands-on IC