Employee Benefits Account Manager

Amwins•Scottsdale, AZ

5h•Hybrid

About The Position

Amwins Self-Funded is seeking an Employee Benefits Account Manager to join their team in Scottsdale, AZ. This is an in-office position with the flexibility to work from home up to 2 days a week after training completion. The role involves proactively managing client relationships and working closely with Sales and Account Executives to implement and service Stop Loss policies. The Account Manager will support broker and client partners, ensuring seamless communication, compliance, and high-quality service.

Requirements

3+ years in Group Benefits
At least 1+ years in Account Management strongly preferred
Experience in employee benefits, account management, project management, human resources, or concierge services desired
Bachelor's degree or strongly preferred
Arizona Life & Health Insurance License preferred
Strong business acumen
Teamwork skills
Written/verbal communication skills
Organizational skills
Time management skills
Sense of urgency
Attention to detail
Desire to learn
Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.)

Responsibilities

Partner with Sales and Account Executives to develop and implement strategies for new and renewal accounts.
Collaborate with internal departments to ensure all services align with the organization’s value proposition and drive alignment with strategic goals.
Collaborate effectively with brokers, clients, administrators, and carriers to support Stop Loss pricing, Account Management, Claims Administration, and Premium Services.
Provide daily client services including processing policies, endorsements, invoicing, and certificates of insurance.
Manage client payment processes by partnering with the premiums department to ensure timely premium receipt and disbursement, investigating variances, and auditing program invoicing.
Act as a liaison between the field team, broker, client, claims analysts, and carrier to facilitate prompt claim reimbursement.
Partner with the Claims team to ensure all eligibility documents are received and audited, and monitor missing claims and year-end reporting to ensure claims are paid within the contract periods.
Serve as the main point of contact between internal departments and external partners, ensuring effective communication, clarity, and support throughout the client lifecycle.
Manage compliance and adherence for each account, ensuring strict PHI and HIPAA Privacy guidelines are followed.
Process confidentiality agreements, business associate agreements, and distribute Schedule A’s to brokers and clients upon request.
Responsible for electronic file set-up and maintenance, including ongoing filing and documentation of client meetings, issues, and decisions.
Review and track policy and plan documents by client and policy year.
Monitor client status from point of sale through implementation to final policy receipt and delivery.
Build and maintain strong relationships with Sales and Account Executives to support cohesive strategies within the local market.
Cultivate external relationships via email, telephone, and networking opportunities to strengthen business partnerships.
Plan, prioritize, and complete day-to-day workload, balancing new business, renewals, and service responsibilities.
Ensure the confidentiality, integrity, and availability of protected health information at all times.
Apply analytical thinking and problem-solving skills to address client and policy needs effectively.
Collaborate effectively with cross-functional teams to achieve common objectives.
Demonstrate meticulous attention to detail and strong organizational skills to maintain accurate records and deliver high-quality service.