Employee Benefits Account Manager
Core
Manage a book of business for employee benefits clients by maintaining relationships, supporting retention, and resolving coverage/claims issues.
Role type
Account Manager (Employee Benefits)
Builds
Multi-year strategic plans, vendor implementations, open enrollment materials, and compliance reports.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Client relationship management, carrier relationship management, claims and coverage issue resolution, project management, benefits administration system management, contract review, RFP process support, open enrollment coordination, data management
Preferred skills
Knowledge of fully insured and self-funding plans, Agency Management systems proficiency, MS Excel proficiency
Technologies
Benefit Point, Brainshark, MS Excel
Responsibilities
Maintain client relationships and support retention; Collaborate on delivering multi-year strategic plans; Manage vendor implementations and benefits system build-outs; Assist with billing, eligibility audits, and compliance reporting; Handle claims and coverage issue resolution; Prepare open enrollment materials and conduct webinars; Manage carrier files and group files; Support the RFP process and proposal development.
Seniority
Mid-level, hands-on IC