CareerPlanSign in

Account Manager, Employee Benefits

Tulsa, OK💼 Full-time🗓 2026-09-03 → 2026-09-27

Core

Managing a book of business for employee benefits clients by maintaining relationships, supporting retention, and resolving coverage and claims issues.

Role type

Account Manager, Employee Benefits

Builds

Client retention and service delivery for employee benefit plans

Domain

Insurance / Employee Benefits

Deliverable

client delivery

Required skills

client relationship management, claims and coverage issue resolution, vendor implementation, benefits administration system management, contract review, RFP process support, open enrollment coordination, data management, project management

Preferred skills

bilingual English and Spanish, L&H license, public speaking

Technologies

BenefitPoint, Microsoft Office (Excel, Word, PowerPoint)

Responsibilities

Manage routine client requests and maintain client relationships; Manage projects including vendor implementation; Provide benchmarking reports; Manage claims and coverage issue resolution; Assist with billing, eligibility audits, and compliance matters; Facilitate open enrollment preparation and presentations; Install and update client data in BenefitPoint; Perform contract review and prepare plan documents; Coordinate client meetings and contact changes.

Seniority

Mid-level, hands-on IC

Sourced via workday · Listed on CareerPlan, which tracks 813,000+ jobs from 20+ sources.