Benefits Account Manager

About the position

The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will assist in managing the renewal and marketing process, and prepare employer paperwork, group materials for presentations and communications. At this level, an Account Manager may lead open enrollment presentations and may take an active role in client meetings. Account Managers, answer level I day to day service questions and issues and escalate as needed to the Account Executive. Account managers assist in preparing stewardship and other administrative task as needed. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Responsibilities

• Works proactively to develop relationships with carrier and client contacts
• Communicates directly with clients and carriers
• Prepares and sends the request for proposals to applicable insurance carriers and spreadsheets results as they come in
• Draft renewal presentation
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for Advisor
• Develops and maintains ongoing relationships with clients
• Takes more of an active role in client meetings and calls
• Has direct contact with clients and relies on a growing knowledge of the details of various insurance coverages
• Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
• Works with advisors or more senior team members to identify the strategies to meet client needs
• Reviews & analyzes request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions
• Assists with client renewals and marketing and client meeting presentations
• Updates benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
• Attends to client requests including product or vendor service or performance challenges
• Ensures 5500 form is filed and completed in a timely manner (when applicable)
• Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors
• Learns about alternative funding strategies and remain up to date on industry trends and regulatory issues
• General client service support in conjunction with the account management team
• Participates in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.
• Performs other duties as assigned and consistently makes independent judgments subject to general supervisor support

Requirements

• Knowledge of benefits administration, HealthCare Reform, industry trends, 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
• Ability to express ideas clearly in both written and oral communications
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities
• Associates degree (or equivalent), and BA/BS preferred
• 2 or more years' client service and/or industry and product line experience desired
• Life, Accident and Health Insurance License required

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs