Account Manager, Employee Benefits

About the role

As a Mid-Market Account Manager, you'll build lasting client relationships and drive real impact. You'll own a focused book of business while serving as a trusted advisor, handling day-to-day needs, offering clear insights through data, and delivering a seamless, high-quality client experience. You'll collaborate closely with vendors, carriers, and internal teams, and support Team Leaders and Account Executives on larger accounts.

Responsibilities

• Manage a book of business of approximately $500,000+
• Support Team Leader and/or Account Executive(s), as assigned
• Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
• Actively seek improvements to client service and efficiencies within teams by identifying improved processes
• Work with the client team to develop project plans and deliver on service goals
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of account transactions
• Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
• Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
• Understand, articulate and implement RS value-added resources
• Update client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)

Requirements

BA/BS preferred
2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Life, Accident and Health Insurance License required
GBA or CEBS Certification a plus

Qualifications

Physical Demands and Work Environment: While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus

Benefits

The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

Pay

Pay Range: $51,800 - $65,000 Annual

Schedule

Not specified