Account Manager - Small Group

Christensen Group Inc•Eden Prairie, MN
•$54,200 - $80,000

About The Position

The Account Manager supports small-group clients by managing daily service needs, assisting with annual renewals and open enrollment preparation, and helping clients implement benefit-plan changes. The role coordinates with insurance companies to address client issues and resolve problems, assists with billing, claims, and eligibility matters, and supports effective agency-carrier relationships. It also requires professional conduct, confidentiality, and a proactive, collaborative approach to departmental and client needs.

Requirements

  • Bachelor’s degree preferred, or an equivalent combination of education and relevant experience.
  • Solid understanding of group benefits, including medical, dental, disability, life, and voluntary products, as well as COBRA, ERISA, FSA, HSA, and HRA plans.
  • Familiarity with fully insured and level-funded plan structures.
  • Proficiency in Microsoft Office, strong Excel skills, and a solid foundation in math.
  • Highly organized and detail-oriented, with strong problem-solving abilities and the ability to work independently.
  • Excellent time-management and self-direction capabilities.
  • Strong verbal and written communication skills.
  • Collaborative mindset and willingness to contribute in a team environment.
  • Proactive approach to identifying and addressing departmental needs.
  • Commitment to maintaining confidentiality and handling sensitive information appropriately.
  • Ability to quickly learn and understand a broad range of human resources and employee benefits topics.
  • Willingness to obtain a resident Life and Health Insurance License within 45 days of hire.

Nice To Haves

  • Bachelor’s degree

Responsibilities

  • Demonstrate general knowledge of agency carriers, carrier and brokerage marketing, and underwriting to coordinate with insurance companies and address client issues.
  • Demonstrate professionalism in appearance, approach, leadership, and daily conduct.
  • Support agency directives for effectively managing agency-carrier relationships.
  • Assist with annual renewals and prepare for annual open enrollment meetings.
  • Manage customer needs by servicing daily requests.
  • Assist with billing, claims, and eligibility issues.
  • Support clients in implementing changes to their benefit plans.
  • Provide other support as apparent, required, or needed.
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