Senior Associate Account Manager (On-site/Hybrid)

This position assists an Account Manager with the day-to-day administration of Public and Private Sector employer groups. It requires daily interaction with clients, brokers, vendors, and carrier representatives to elicit and relay information and resolve client issues in a timely, efficient, and professional manner. The Senior Associate Account Manager is expected to perform all essential duties and responsibilities with proficiency and exceed the output of an Associate Account Manager.

Responsibilities

• Creates client-specific collateral materials (reports, newsletters, presentations, summaries, etc.) to provide clients with value-added services.
• Coordinates the logistics of, communicates, attends, and/or records minutes of various events (e.g., meetings, training sessions, etc.), including using virtual meeting platforms to schedule and facilitate meetings.
• Assists with preparing and developing presentations, delivers and/or attends external meetings (e.g., employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
• Receives, reviews, gathers necessary information, and completes Stop Loss claim forms ensuring all eligibility requirements are met.
• Assists in preparing claims data, performance, and other reports for individual clients.
• Prepares and issues invoices, certificates of coverage, audit statements, and renewal statements.
• Creates and updates detailed Excel spreadsheets.
• May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits.
• May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits.
• May shop fully insured health and ancillary products.

Requirements

• Bachelor’s degree in Business, Public Administration, or related field required.
• Current, valid Pennsylvania resident insurance producer licenses to sell Accident & Health and Life & Fixed Annuities insurance required.
• A minimum of 6 years’ experience in the health insurance field with employee benefits experience; experience in a self-insured environment and/or workers’ compensation preferred.

Skills

• Knowledge of administrative and clerical procedures and systems.
• Knowledge of health-related terms, plans, benefits, and compliance issues.
• Excellent customer service skills.
• Advanced skills with MS Office, with particular emphasis on Excel.
• Effective time management and organizational skills.
• Effective problem-solving skills.
• Ability to manage multiple projects and set appropriate priorities.
• Excellent oral and written communication and presentation skills.
• Detail-oriented.

Physical Requirements

• Must be able to travel occasionally as needed.
• Must be able to sit or stand and type utilizing a computer for up to 80% of the workday.