Employee Benefits Account Manager

The Role

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.

Responsibilities

• Manage a personal 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
• Works with the client team to develop project plans and deliver on service goals
• Sets priorities and manages 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
• Keeps 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
• Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)
• Provide peer review for others on team

Requirements

• BA/BS preferred
• 2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills
• Client-facing experience in the employee benefit industry a plus
• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Ability to work independently and learning to anticipate client and team needs
• Effective time management
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Critical thinking skills
• Detail-oriented
• Strong Microsoft Excel, Word and PowerPoint skills
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus

Qualifications

• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary