EB Sr Account Manager

About the role

The EB Senior Account Manager manages complex employee benefit accounts and serves as the primary day-to-day contact for assigned clients, providing consultative guidance and overseeing service delivery.

Responsibilities

• Manage a complex book of business with multiple funding arrangements and higher levels of plan customization.
• Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized client support.
• Lead client renewals, including analysis of utilization results and negotiation with carriers on behalf of clients.
• Provide subject-matter expertise in employee benefits and act as a resource to the Account Management team.
• Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead and attend client meetings, including on-site meetings, to present renewal outcomes, plan recommendations, and benefit administration guidance.
• Coordinate and engage technical resources to support complex client needs.
• Develop employee communications for renewals, enrollment, and benefit changes and provide oversight and resolution support for client issues such as contract interpretation and billing.
• Participate in peer review of standard client deliverables to ensure quality and consistency.
• Develop and deliver training content for the Account Management team.
• Stay current on industry developments, regulatory changes, and emerging employee benefits trends.

Requirements

• 4+ years of experience