Account Manager overseeing employee benefit consulting services while managing client relationships. Collaborating with team members to ensure accurate implementation of various employee benefits.
Responsibilities
The Account Manager serves as the operational backbone of client renewals, working under the Account Executive's strategic direction and partnering closely with the Financial Analyst.
This role translates market analysis into comprehensive client presentations, delivering renewal recommendations alongside the account team.
Following client decisions, the Account Manager orchestrates the Open Enrollment process.
Participate in client meetings, both virtual and in-person, providing subject matter expertise and operational insights.
Maintain regular communication with assigned client accounts, serving as the primary day-to-day contact for plan administration questions, enrollment issues, and general benefits inquiries.
Serve as the central coordinator for issue management, facilitating transparent communication between clients, vendors, and the internal team.
Oversee the complete onboarding process for new clients, managing both internal setup processes and external coordination activities.
Serve as a direct resource for our clients’ employees, handling inbound calls and inquiries related to benefits administration.
Requirements
At least three to five years of employee benefits experience required, preferably in a client support role.
Previous employment at an employee benefits consulting firm preferred, or carrier / agency.
Strong knowledge of group insurance (medical, dental, vision & life and disability products).
Working knowledge of compliance and regulatory obligations applicable to employer-sponsored health plans: PPACA, COBRA, HIPAA, ERISA, etc.
Bachelor's Degree in Business Administration, Finance, Economics, Communications, Human Resources, or other related field or commensurate work experience.
Proficiency in the Microsoft Office suite of software.
Experience with Asana, Box, Salesforce, and/or Craft is considered a plus.
Strong aptitude in project management, written and verbal communications, presentations, critical thinking, and financial analysis.
Commitment to the accuracy of own work product and client deliverables.
Must be able to follow directions, be detailed, organized and resourceful.
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Competitive compensation
401(k) plan and company match
Employer paid life insurance, short-term, and long-term disability insurance
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