Benefits Account Manager
Core
Serve Benefits clients (companies and employees) by leading pre-renewal, renewal, and enrollment processes while acting as a resource for daily service needs, market conditions, and regulatory changes.
Role type
Account Manager (Employee Benefits Insurance)
Builds
Client service experience and enrollment processes for group medical, dental, vision, life, and disability plans
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
group medical/dental/vision/life/disability product knowledge, self-funded plan experience, customer service, regulatory compliance knowledge, documentation accuracy
Preferred skills
self-funded plan experience, BenefitPoint ImageRight proficiency, bilingual English/Spanish
Technologies
Excel, Word, Outlook, Teams, Adobe, BenefitPoint ImageRight
Responsibilities
Lead pre-renewal, renewal, and enrollment processes; serve as a resource for clients on daily service needs, market conditions, and regulatory changes; maintain timely and accurate documentation in agency management systems