Account Manager, Employee Benefits

Responsibilities

• Serve as a primary day-to-day contact on an assigned Employee Benefits book of business.
• Respond promptly and professionally to client inquiries, service requests, policy changes, and coverage questions.
• Build and maintain strong working relationships with clients, benefits administrators, and carriers.
• Research and resolve client issues while coordinating with Hatcher internal teams and insurance carriers to achieve timely resolutions.
• Escalate complex service issues to leadership as appropriate.
• Maintain confidentiality of client and employee information.
• Coordinate day-to-day servicing of assigned client accounts, including billing, eligibility, enrollment, claims, and carrier-related matters.
• Maintain complete and accurate documentation of client interactions within the agency management system.
• Ensure client records and account information remain accurate and up to date.
• Plan and prioritize workload to meet client expectations, renewal timelines, and service standards.
• Support implementation of new benefit plans, carrier transitions, and coverage changes.
• Adhere to Error and Omission requirements and record retention in Agency Management System.
• Participate in internal renewal strategy meetings.
• Aid in the preparation and review of renewal materials and implementation activities.
• Prepare and proof employee communication materials, including Benefit guides, brochures, Flyers.
• Review contracts, benefit materials for accuracy and coordinate corrections when needed.
• Request Schedule A documentation and support clients with Form 5500 preparation activities.
• Aid clients in obtaining required compliance notices and documents such as Annual Notices, Medicare Part D notices, WRAP, POP, ERISA, etc., and other applicable required benefit communications.
• Prepare, facilitate and manage Open Enrollment meetings and Employee Education.
• Track compliance requirements such as PCORI, RxDC, etc.

Requirements

• 2+ years of experience in Employee Benefits account management, client service, insurance, risk management, or financial services.
• Hold an Active 2-15 Life and Health license.
• Experience supporting employee benefit programs, including medical, dental, vision, life, disability, voluntary benefits, and compliance-related activities.
• Strong organizational and problem-solving skills.
• Proficiency with Microsoft Excel, including formulas, and data organization.
• Strong written and verbal communication skills.
• Ability to work effectively both independently and as part of a team.
• Prior experience supporting employee benefits, insurance, or brokerage teams.