Account Manager

Responsibilities

• Client Interaction and Relationship Management
  • Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively.
  • Maintain regular communication with clients to ensure satisfaction and address any issues that arise.
  • Build and deepen relationships with clients, fostering trust and long-term partnerships through in-person meetings and events.
  • Take an active role in client meetings, presenting information and addressing questions; prepare clear and professional materials for presentations and communications.
• Project and Deliverable Management
  • Be responsible for the delivery and execution of all client deliverables, ensuring accuracy and timeliness.
  • Coordinate with internal teams to meet all client requirements.
  • Handle the lifecycle and renewal process for client accounts, including planning, execution, and follow-up.
  • Develop and maintain project plans to ensure successful completion of client-related projects.
  • Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes.
  • Coordinate with clients and vendors to manage implementation timelines and results.
• Vendor and Shared Services Coordination
  • Coordinate with vendors to ensure seamless service delivery and address any issues that arise.
  • Develop and maintain strong relationships with vendor representatives to enhance service quality.
  • Ensure shared services and other support functions are performing effectively to meet client needs.
  • Collaborate with internal teams to ensure all aspects of client service are covered.
• Compliance and Regulatory Support
  • Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements.
  • Understand and articulate complex regulatory language and rules to clients.
  • Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions.
  • Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.
  • Lead all aspects of the 5500 process in coordination with vendors and partners.
• Renewal and Marketing Process
  • Manage the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions.
  • Develop and implement marketing plans in collaboration with Consultants and Analysts.
• Client Resources
  • Update employee and client communications and ensure all information is current after enrollment or coverage changes.
  • Enter client data promptly into CRM systems (e.g., Salesforce).
• General Administrative Support
  • Maintain accurate and up-to-date documentation of client interactions, results, and project progress.
  • Prepare regular reports for internal and client review.
  • Work closely with team members to ensure cohesive and efficient service delivery.
  • Participate in team meetings and contribute to the development of procedures and process improvements.

Qualifications

• 3+ years of experience in benefits account management or a related field.
• Bachelor’s degree or equivalent experience.

Skills

• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven ability to manage client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Strong Microsoft Excel and PowerPoint skills.
• Project management skills with the ability to manage multiple priorities effectively.
• Ability to work independently and as part of a team.
• Effective time management and decision-making skills.
• Presentation and public speaking abilities.
• Diligent follow-up skills.

Certificates, Licenses, Registration

• Life & Health Insurance License (2585956).