Senior Account Manager EHB

About the role

The Senior Account Manager, Employee Health & Benefits, plays a pivotal role in delivering purposeful work and meaningful impact. They manage a dynamic workload involving client service, compliance, and strategic planning, ensuring accurate, compliant, and responsive support.

Responsibilities

• Address new client inquiries promptly and provide regular status updates.
• Escalate issues to the Account Executive when necessary.
• Maintain strong client relationships through scheduled 30-day check-in calls and ongoing communication with carrier representatives.
• Advise clients on the operational, financial, and risk-transfer implications of various funding mechanisms, including fully insured, level funded, and ASO plans.
• Coordinate with carriers, stop-loss providers, and third-party administrators to manage billing, premium reconciliation, risk corridors, and funding-related reporting.
• Support cost-modeling and scenario analysis during renewals and help clients weigh trade-offs between cash flow, risk exposure, and plan flexibility.
• Ensure all renewal requirements are met through regular meetings with producers and Account Executives.
• Oversee enrollment and renewal processes, confirm benefits, rates, and employee contributions, and prepare benefit guides and presentations for open enrollment.
• Gather claims data and employee feedback to support renewals, request updated proposals from carriers, and participate in quarterly client calls and prospect meetings.
• Identify opportunities to enhance coverage options and collaborate with the Account Executive and marketing team to develop competitive renewal strategies.

Requirements

• Bachelor's degree or equivalent education and related training.
• 5+ years of relevant insurance industry experience.
• Strong client relations skills, including excellent communication, service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Advanced knowledge of multiple funding mechanisms, including fully insured, level funded, and ASO plans.
• Advanced degree, certification, or designation is a plus but not required.
• Experience with Microsoft Outlook, Word, Excel, and PowerPoint.

Qualifications

• Life & Health License or ability to obtain within 90 days of employment.

Skills

• Exceptional communication and problem-solving skills.
• Ability to manage multiple priorities and deadlines.
• Strong organizational and analytical skills.
• Knowledge of regulatory requirements and compliance standards.
• Effective collaboration and teamwork skills.

Benefits

• Generous time off, including personal and volunteering leave.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangement.
• Charitable contribution match programs.
• Stock purchase opportunities.