Account Manager, Employee Benefits
Core
Manage a book of business for employee benefits clients, providing day-to-day service, retention support, and resolution for client questions and issues.
Role type
Account Manager, Employee Benefits
Builds
Client retention and service delivery for employee benefits programs
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
client relationship management, carrier relationship management, claims and coverage issue resolution, benefits administration, open enrollment management, vendor implementation, contract review, data management, public speaking, bilingual communication (English/Spanish)
Preferred skills
L&H License, project management, mentorship
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 and eligibility audits; Facilitate open enrollment preparation; Create employee benefit booklets; Conduct benefits presentations; Install and update client data in BenefitPoint; Perform contract review and prepare plan documents; Facilitate 5500 preparation; Handle renewal preparation; Assist in RFP process; Provide mentorship to Account Administrators.
Seniority
Mid-level, hands-on IC