Senior Associate Account Manager - Remote (PST, MST or CST)
Core
Senior Associate Account Manager supporting client service for health and benefits plans, managing requests, compliance, and onboarding for employers with 1000+ employees.
Role type
Senior Associate Account Manager (Benefits Administration)
Builds
Client service execution, plan administration, compliance filings, and carrier implementations
Domain
Health Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Health and Life insurance licensing, benefits point solution landscape knowledge, self-funded arrangement experience, CRM management (D365), compliance filing coordination, client acquisition support
Preferred skills
Benefit administration systems experience, quoting process tools familiarity, Bachelor's Degree
Technologies
D365 CRM, Microsoft Office
Responsibilities
Support Senior Account Managers in managing assigned book of business; coordinate compliance deliverables including 5500 filings and SPD wrap documents; assist with client acquisitions and new division onboarding; support Open Enrollment project management; review insurance contracts and benefit summaries; maintain client plan details in CRM.
Seniority
Mid-level, hands-on IC