Account Manager, ICHRA

Smith Brothers Insurance•Glastonbury, CT

2d•Hybrid

About The Position

The ICHRA Account Manager serves as the dedicated post-sale project manager and long-term relationship owner for clients with ICHRA solutions (Individual Coverage Health Reimbursement Arrangement). This role ensures smooth onboarding, technical integrations, and ongoing program success. Acting as the primary liaison between employers, carriers, enrollment partners, and technology vendors, the Account Manager is responsible for operational excellence, compliance, and client satisfaction. The position blends project management, benefits administration expertise, and account management to deliver a consistent, high-quality ICHRA experience from implementation through renewal.

Requirements

3–5 years of experience in employee benefits account management, implementation, benefits administration, or a related field.
Active Life & Health license in good standing.
Bachelor’s degree preferred; high school diploma or equivalent required.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Nice To Haves

Strong project management and implementation skills.
Working knowledge of ICHRA programs, ACA compliance, and employee benefits administration.
Excellent relationship-building, communication, attention to detail, and client service skills.
Demonstrated ability to manage projects, timelines, and client relationships simultaneously.
Analytical with a problem-solving mindset and solutions oriented approach.
Experience and proficiency with benefits administration platforms, payroll systems, and reporting tools.
Ability to interpret data and present recommendations to employers.
Highly organized with the ability to manage multiple priorities in a fast-paced environment.
Collaborative, team-oriented approach with a strong client-first mindset.
Comfort working independently while contributing to a broader team.
Proficiency with agency management systems, carrier platforms, and technology-enabled tools
Commitment to continuous learning and staying ahead of industry trends.
Flexibility and willingness to take on additional work and projects assigned.
Strong MS Office skills, experience with agency management systems, carrier platforms, and related business systems.
Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
Team player who consistently defaults to good.

Responsibilities

Serve as the account manager for assigned ICHRA clients, from onboarding through renewal.
Deliver a timely onboarding experience that meets/exceeds internal standards and builds client confidence.
Coordinate with employers, carriers, vendors, and internal partners to ensure operational success.
Manage premium reimbursements, reconciliations, and employer reporting.
Proactively identify and resolve client and operational issues.
Conduct renewal reviews and update cost-savings analyses as employer demographics and markets change.
Ensure compliance with ACA and ICHRA regulations.
Track adoption, engagement, and program performance metrics.
Provide best practices, benchmarks, and ongoing education to maximize employer satisfaction and retention.
Build strong client relationships that lead to retention, referrals, and expanded opportunities.
Partner with Risk Advisor to identify cross-sell and upsell opportunities.
Advocate for client needs and continuous service improvement in ICHRA delivery.
Contribute to the ongoing development of the ICHRA practice.
Stay current on ICHRA trends, regulations, and market.
Maintain accurate documentation and activity records in agency systems.
Ensure compliance with agency processes, confidentiality standards, and quality metrics.
Complete special projects and other duties as assigned.
Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness.
Effectively use MS Office, standard office applications, and other technologies.
Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
Work effectively with all team members, provide backup support, and contribute to team collaboration.
Demonstrate alignment with our purpose, values, and culture.