Account Manager

Job Description

Take the lead in routine/general claim issues with oversight from Sr. Account Manager/Benefits Consultant
Proactively update/create open enrollment communications
Develop client communications to specifically address client needs
Market lines of coverage with guidance from the Benefit Consultant
Present at client and open enrollment meetings
Update client renewal spreadsheets and presentations per Benefit Consultant
Request and review Plan Documents
Request/run analytics reports
Understand/run Medical Loss Rebate (MLR) distribution reports
Assist with billing issues and audit client bills
Distribute Centers for Medicare & Medicaid Services (CMS) notice to clients
Manage new group/new carrier implementation process (setting up calls, collecting paperwork, checking rates and benefits for accuracy, following up with client/group as needed, etc.)
Develop survey questions and analyze results – present findings to client
Leverage AI to improve processes and create value for clients

Position Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to thrive in a fast-paced environment

Job Perks

• Unlimited PTO
• Health/dental/vision insurance
• 401K with company match

Qualifications

• Must be able to obtain a Life and Health license in 90 days
• Working knowledge of all Microsoft Office products is required
• Bachelor’s Degree is preferred
• Experience with database applications is preferred

Benefits

• Health/dental/vision insurance
• 401K with company match

Pay

$65,000/year

Schedule

Full-time; Direct Hire