Sr. Account Manager, Employee Benefits
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). The notice to recruiters is boilerplate; remove it. Also "Applications will be accepted until the position is filled" is application instruction; remove.
We need sections only when posting has real specific content. So we can have sections: About the role (maybe from Position Summary), Responsibilities (Essential Tasks), Core Competencies (maybe Skills?), Experience and Education (Qualifications), Licensing and Credentials, Systems, Physical Requirements, Benefits & Compensation. Also maybe "Pay" and "Schedule" not present, so omit.
We need to ensure we don't create sections with filler like "commensurate with experience". Not present.
We need to convert lists: Essential Tasks is a long paragraph with semicolons; we should split into list items. The text: "Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievancesComprehensive knowledge and execution of self-funded accountsHandles or refers all service requests by our clientsInitiates and handles marketing of accounts beginning 120 days before renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to appropriate carriers to recommend suitable plans and proposals to offer the clientReviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibitsCalculates premium and payroll deductions, audit billing statements for accuracy on behalf of clientsGenerates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentationsAttends and presents local enrollments/client meetings as necessaryProcesses necessary paperwork for submission to the carrierDirects a smooth transition from one carrier to anotherUpdates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completedSets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team membersEnsures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlinesResponsible for identifying product opportunities for new businessDevelops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of businessMaintains agency files accurately and consistently, processes incoming mail requests accurately and swiftlyAttends and completes any training sessions or assignments as requiredPerforms other related tasks as needed"
We need to split into separate duties. Probably each sentence separated by period or semicolon. We'll create
- items.
Similarly Core Competencies list: each bullet separated by colon? Actually list: "Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail: A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability: Acknowledgment of the importance of being present and punctual.Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills: Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment"
We can split each competency as
- with the description.
Experience and Education: "5+ years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standardsExperience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferredExperience with fully-insured financial arrangements and alternate-funding methods preferredCommitment to continuous learning and professional development"
We can make a
list.
Licensing and Credentials: "Active Life & Health License requiredIndustry-related designations preferred"
Systems: "Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable"
Physical Requirements: list items.
Benefits & Compensation: "Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program"
We can make a list of benefits.
Now produce HTML fragment with headings and content.
We must not include or . Just fragment.
Let's craft.
Section headings: About the role (from Position Summary). Responsibilities (Essential Tasks). Skills (Core Competencies). Qualifications (Experience and Education). Licensing and Credentials. Systems. Physical Requirements. Benefits & Compensation.
Check if any heading should be "Requirements" vs "Qualifications". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: About the role (Position Summary). Responsibilities (Essential Tasks). Skills (Core Competencies). Qualifications (Experience and Education). Licensing and Credentials maybe under Requirements? But we can keep as separate heading if content exists. The instruction says use those headings for section headings; but we can also add others if needed? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those examples. Safer to stick to those. We could map Licensing and Credentials under Requirements or Qualifications. Systems maybe under Skills? Physical Requirements maybe under Requirements? Benefits & Compensation under Benefits.
We need to avoid too many thin sections; prefer few substantive sections. Could combine Licensing and Credentials into Qualifications. Systems into Skills. Physical Requirements maybe into Requirements? But we have no explicit Requirements heading; we could use Requirements for physical reqs and licensing. However we also have Experience and Education which is Qualifications.
Let's think: We have sections: About the role, Responsibilities, Skills, Qualifications, Benefits. That's 5 sections. Could we fit everything? Physical requirements maybe under Qualifications? But it's not about qualifications; it's about physical demands. Could be under Requirements. But we don't have a separate Requirements section; we could add Requirements heading for physical reqs and licensing. That would be okay as it's one of the example headings.
Thus sections: About the role, Responsibilities, Skills, Qualifications, Requirements, Benefits.
Now allocate content:
- About the role: Position Summary paragraph.
- Responsibilities: Essential Tasks list.
- Skills: Core Competencies list.
- Qualifications: Experience and Education + Licensing and Credentials + Systems? Actually Systems could be under Skills (technical proficiency). But we already have Skills for core competencies; we could add Systems under Skills as additional bullet? Might be okay to add a separate Systems section but we want few sections. Could incorporate Systems into Skills as a bullet: "Proficient with Microsoft Excel, Word, PowerPoint, and Outlook; Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable". That fits.
- Requirements: Physical Requirements + Licensing and Credentials.
- Benefits: Benefits & Compensation.
Thus we have 6 sections.
Now craft HTML.
We need to ensure we don't repeat job title. No mention.
Now produce.
Let's write.
About the role
The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised mainly of level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They also support our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with various carriers and continuous education.
Responsibilities
- Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances.
- Possesses comprehensive knowledge and execution of self-funded accounts.
- Handles or refers all service requests by clients.
- Initiates and handles marketing of accounts beginning 120 days before renewal date; gathers necessary information regarding new/existing accounts and submits it to appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to recommend suitable plans and proposals.
- Reviews proposals received for accuracy; works hand‑in‑hand with the Producer to generate proposal presentations through spreadsheets and proposal exhibits.
- Calculates premium and payroll deductions; audits billing statements for accuracy on behalf of clients.
- Generates open enrollment material (enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations) for client presentations.
- Attends and presents local enrollments/client meetings as necessary.
- Processes necessary paperwork for submission to the carrier.
- Directs a smooth transition from one carrier to another.
- Updates all accounts to maintain files in the agency management system when client changes carriers or a renewal is completed.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how clients administer benefit programs; communicates this information to clients and team members.
- Ensures client accounts are compliant, including educating and advising clients and executing compliance requirements and deadlines.
- Responsible for identifying product opportunities for new business.
- Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy clients’ needs and facilitate processing of business.
- Maintains agency files accurately and consistently; processes incoming mail requests accurately and swiftly.
- Attends and completes any training sessions or assignments as required.
- Performs other related tasks as needed.
Skills
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner.
- Attention to Detail: Strong focus on completing tasks and projects accurately and thoroughly.
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences.
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively.
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals.
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction.
- Dependability: Acknowledgment of the importance of being present and punctual.
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes
for prose. We need to preserve all substantive information, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). The notice to recruiters is boilerplate; remove it. Also "Applications will be accepted until the position is filled" is application instruction; remove. We need sections only when posting has real specific content. So we can have sections: About the role (maybe from Position Summary), Responsibilities (Essential Tasks), Core Competencies (maybe Skills?), Experience and Education (Qualifications), Licensing and Credentials, Systems, Physical Requirements, Benefits & Compensation. Also maybe "Pay" and "Schedule" not present, so omit. We need to ensure we don't create sections with filler like "commensurate with experience". Not present. We need to convert lists: Essential Tasks is a long paragraph with semicolons; we should split into list items. The text: "Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievancesComprehensive knowledge and execution of self-funded accountsHandles or refers all service requests by our clientsInitiates and handles marketing of accounts beginning 120 days before renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to appropriate carriers to recommend suitable plans and proposals to offer the clientReviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibitsCalculates premium and payroll deductions, audit billing statements for accuracy on behalf of clientsGenerates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentationsAttends and presents local enrollments/client meetings as necessaryProcesses necessary paperwork for submission to the carrierDirects a smooth transition from one carrier to anotherUpdates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completedSets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team membersEnsures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlinesResponsible for identifying product opportunities for new businessDevelops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of businessMaintains agency files accurately and consistently, processes incoming mail requests accurately and swiftlyAttends and completes any training sessions or assignments as requiredPerforms other related tasks as needed" We need to split into separate duties. Probably each sentence separated by period or semicolon. We'll create
- items. Similarly Core Competencies list: each bullet separated by colon? Actually list: "Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail: A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability: Acknowledgment of the importance of being present and punctual.Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills: Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment" We can split each competency as
- with the description.
Experience and Education: "5+ years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standardsExperience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferredExperience with fully-insured financial arrangements and alternate-funding methods preferredCommitment to continuous learning and professional development"
We can make a
- list.
Licensing and Credentials: "Active Life & Health License requiredIndustry-related designations preferred"
Systems: "Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable"
Physical Requirements: list items.
Benefits & Compensation: "Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program"
We can make a
- Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances.
- Possesses comprehensive knowledge and execution of self-funded accounts.
- Handles or refers all service requests by clients.
- Initiates and handles marketing of accounts beginning 120 days before renewal date; gathers necessary information regarding new/existing accounts and submits it to appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to recommend suitable plans and proposals.
- Reviews proposals received for accuracy; works hand‑in‑hand with the Producer to generate proposal presentations through spreadsheets and proposal exhibits.
- Calculates premium and payroll deductions; audits billing statements for accuracy on behalf of clients.
- Generates open enrollment material (enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations) for client presentations.
- Attends and presents local enrollments/client meetings as necessary.
- Processes necessary paperwork for submission to the carrier.
- Directs a smooth transition from one carrier to another.
- Updates all accounts to maintain files in the agency management system when client changes carriers or a renewal is completed.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how clients administer benefit programs; communicates this information to clients and team members.
- Ensures client accounts are compliant, including educating and advising clients and executing compliance requirements and deadlines.
- Responsible for identifying product opportunities for new business.
- Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy clients’ needs and facilitate processing of business.
- Maintains agency files accurately and consistently; processes incoming mail requests accurately and swiftly.
- Attends and completes any training sessions or assignments as required.
- Performs other related tasks as needed.
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner.
- Attention to Detail: Strong focus on completing tasks and projects accurately and thoroughly.
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences.
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively.
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals.
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction.
- Dependability: Acknowledgment of the importance of being present and punctual.
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes
- list of benefits.
Now produce HTML fragment with
headings and content. We must not include or . Just fragment. Let's craft. Section headings: About the role (from Position Summary). Responsibilities (Essential Tasks). Skills (Core Competencies). Qualifications (Experience and Education). Licensing and Credentials. Systems. Physical Requirements. Benefits & Compensation. Check if any heading should be "Requirements" vs "Qualifications". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: About the role (Position Summary). Responsibilities (Essential Tasks). Skills (Core Competencies). Qualifications (Experience and Education). Licensing and Credentials maybe under Requirements? But we can keep as separate heading if content exists. The instruction says use those headings for section headings; but we can also add others if needed? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those examples. Safer to stick to those. We could map Licensing and Credentials under Requirements or Qualifications. Systems maybe under Skills? Physical Requirements maybe under Requirements? Benefits & Compensation under Benefits. We need to avoid too many thin sections; prefer few substantive sections. Could combine Licensing and Credentials into Qualifications. Systems into Skills. Physical Requirements maybe into Requirements? But we have no explicit Requirements heading; we could use Requirements for physical reqs and licensing. However we also have Experience and Education which is Qualifications. Let's think: We have sections: About the role, Responsibilities, Skills, Qualifications, Benefits. That's 5 sections. Could we fit everything? Physical requirements maybe under Qualifications? But it's not about qualifications; it's about physical demands. Could be under Requirements. But we don't have a separate Requirements section; we could add Requirements heading for physical reqs and licensing. That would be okay as it's one of the example headings. Thus sections: About the role, Responsibilities, Skills, Qualifications, Requirements, Benefits. Now allocate content: - About the role: Position Summary paragraph. - Responsibilities: Essential Tasks list. - Skills: Core Competencies list. - Qualifications: Experience and Education + Licensing and Credentials + Systems? Actually Systems could be under Skills (technical proficiency). But we already have Skills for core competencies; we could add Systems under Skills as additional bullet? Might be okay to add a separate Systems section but we want few sections. Could incorporate Systems into Skills as a bullet: "Proficient with Microsoft Excel, Word, PowerPoint, and Outlook; Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable". That fits. - Requirements: Physical Requirements + Licensing and Credentials. - Benefits: Benefits & Compensation. Thus we have 6 sections. Now craft HTML. We need to ensure we don't repeat job title. No mention. Now produce. Let's write.
About the role
The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised mainly of level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They also support our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with various carriers and continuous education.
Responsibilities
Skills