Account Manager - Employee Benefits

Aon•Atlanta, GA

About The Position

The Account Manager works with Account Executives to service a defined set of employee benefits client accounts. The role provides day-to-day client service through verbal, electronic, and written communications, and manages renewal and marketing activities in collaboration with senior team members. The Account Manager prepares presentation materials and client communications, leads open enrollment presentations, and may participate actively in client meetings. Work is performed with significant independent discretion, with an emphasis on building client and carrier relationships and proactively delivering efficient service.

Requirements

Knowledge of benefits administration, Health Care Reform, industry trends, and carrier products and services.
Ability to work independently and anticipate client and team needs.
Effective time management and decision-making skills.
Diligent follow-up skills.
Clear written and oral communication skills.
Strong Microsoft Excel and PowerPoint skills.
Strong presentation and public speaking abilities.
Associate degree or equivalent experience.
More than 3 years of client service and/or industry and product line experience.
Life, Accident and Health Insurance License required.

Nice To Haves

Bachelor of Arts or Bachelor of Science degree preferred.

Responsibilities

Develop and maintain strong relationships with clients, carriers, and vendors; serve as a key point of contact and participate in client meetings, calls, and strategic discussions.
Support marketing and renewal processes by preparing and distributing RFPs, analyzing carrier proposals and plan designs, negotiating with carriers, reviewing contracts and source documents for accuracy, and recommending renewal strategies with Producers and senior team members.
Prepare renewal presentations, benefit guides, employee communications, compliance audit materials, and other client deliverables, keeping information accurate and up to date after enrollments or coverage changes.
Respond to client requests, resolve product, vendor, and service-related issues, monitor carrier performance, and recommend products and services that meet client needs.
Assist with compliance and regulatory requirements, including timely completion of Form 5500 filings, and inform clients about industry trends, state and federal regulations, and marketplace developments.
Participate in new business implementations, open enrollment, non-discrimination testing, and other special projects, collaborating with account management teams.
Provide informal guidance and mentoring to less experienced team members when appropriate, without direct supervisory responsibility.