Account Manager, Self-Funded Health Plans - Remote

Allied Benefit Systems•Chicago, IL

19d•$70,000 - $75,000•Remote

About The Position

The Account Manager owns an assigned portfolio of employer clients with self-funded group medical plans and serves as a day-to-day resource for employer and broker contacts. The role supports client satisfaction and retention through practical self-funded plan knowledge, clear communication, organized account management, and dependable follow-through. The Account Manager connects clients, brokers, Client Executives, and Allied teams to coordinate service, explain plan information, and move client priorities toward resolution. This account-management role includes leading client and employee meetings, coordinating plan changes and renewals, preparing and reviewing reports, resolving service issues in partnership with internal departments, and identifying opportunities to connect clients with Allied solutions. Claims adjudication, underwriting, and legal advice remain with the appropriate specialists.

Requirements

At least three years of account-management experience.
Practical experience supporting self-funded employer medical plans.
Strong working knowledge of employee medical benefits, including plan design, specific deductibles, and aggregate stop-loss coverage.
Clear written and verbal communication, including the ability to explain complex plan concepts understandably and produce professional client communications.
Public-speaking and meeting-facilitation skills, including the ability to lead virtual and onsite meetings and respond to audience questions.
Ability to organize and prioritize competing client needs and deadlines, provide timely follow-up, and handle escalations calmly and professionally.
Intermediate proficiency in Microsoft Office, including Word, Excel, Access, and PowerPoint.
BA/BS degree or equivalent work experience.
For remote work, cable broadband or fiber internet service with speeds of at least 100 Mbps download and 25 Mbps upload.

Nice To Haves

Life and Health Insurance Producers license.

Responsibilities

Own day-to-day service for assigned accounts, prioritize competing client needs and deadlines, and provide timely follow-up to employer and broker contacts.
Coordinate escalated employee and service issues across Allied teams through resolution, handle concerns professionally, and close the loop with employer and broker contacts.
Serve as the liaison among employers, brokers, Client Executives, and Allied departments so requests, commitments, and next steps are clear.
Lead virtual and onsite client, benefits, and open-enrollment meetings and employee presentations; explain plan concepts, answer questions, and provide employer-portal training.
Conduct quarterly client meetings to review plan performance, strengthen relationships, assess satisfaction, and support retention.
Coordinate benefit-plan design changes, financial information, and vendor-partner changes with appropriate Allied teams and keep clients informed.
Facilitate renewals, including claims-related coordination, updated plan documents, and open-enrollment project management, working with internal specialists.
Share relevant industry and legislative developments and ACA compliance information in coordination with appropriate internal resources, without providing legal advice.
Prepare and analyze standard and ad hoc reports for clients, brokers, and Client Executives, and review executive-summary reports with clients to explain results and next steps.
Identify and troubleshoot cross-functional service issues and partner with internal departments to improve processes and the client experience.
Recognize opportunities to cross-sell Allied solutions and engage appropriate internal stakeholders to support client needs.
Perform other duties as assigned.