Senior Associate Account Manager - Remote (PST, MST or CST)
Core
Support Senior Account Managers in delivering high-quality service and ensuring seamless client experiences for health and benefits plans.
Role type
Senior Associate Account Manager
Builds
Client service execution, plan administration, compliance filings, and onboarding for employer health benefits.
Domain
Health insurance and employee benefits administration
Deliverable
client delivery
Required skills
Benefits point solution landscape knowledge, self-funded arrangement experience, compliance checklist management, CRM data maintenance, carrier setup coordination, open enrollment project management, contract and benefit summary review
Preferred skills
Quoting process tools familiarity, benefit administration systems experience, Microsoft Office proficiency
Technologies
D365 CRM, Microsoft Office products
Responsibilities
Support Senior Account Managers in managing an assigned book of business; coordinate and review accuracy of client-facing materials including final plan decisions and open enrollment communications; manage annual renewal process and compliance deliverables including 5500 filings; assist with client acquisitions and new division onboarding; oversee post-enrollment audit process; aid in carrier implementation by guiding clients through setup; partner with benefits technology teams for system setup.
Seniority
Mid-level, hands-on IC