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 accurate documentation in agency management systems
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits product knowledge (group medical, dental, vision, life, disability, ancillary), customer service, verbal and written communications, computer software proficiency (Excel, Word, Outlook, Teams, Adobe)
Preferred skills
Self-funded plan experience, BenefitPoint ImageRight experience, bilingual English and Spanish
Technologies
BenefitPoint ImageRight, Excel, Word, Outlook, Teams, Adobe
Responsibilities
Lead pre-renewal, renewal, and enrollment processes; serve as a resource to clients on daily service needs, current market conditions, and regulatory changes; maintain timely and accurate documentation in agency management systems
Seniority
Mid-level, individual contributor