Associate Account Manager, Employee Benefits
Core
Facilitate positive relationships with clients and insurance carriers to manage employee benefits policies, including renewals, open enrollment, and billing.
Role type
Associate Account Manager (Employee Benefits)
Builds
Client service operations for employee benefits programs
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Benefits administration, RFP process support, census data management, billing auditing and reconciliation, HRIS system updates, legal compliance documentation
Preferred skills
Life & Health insurance licensing, breakage environment experience
Technologies
Microsoft Office Suite, Outlook, Ease, ADP, Paylocity
Responsibilities
Make initial requests for plan renewals from carriers; Gather and prepare census data; Assist with RFP and Open Enrollment processes; Maintain accurate account files and update computer systems; Assist clients with billing issues and auditing; Obtain post-enrollment numbers; Prepare Annual Legal Notices; Facilitate HRIS system updates.
Seniority
Mid-level, hands-on IC