Senior Account Manager

Aon•Virtual, NY

About The Position

The Senior Account Manager works with Advisors and Account Executives to provide exceptional client service and manage renewal and marketing processes from start to finish. The role prepares presentation and communication materials, supports day-to-day client servicing, leads open enrollment presentations, and oversees open enrollment communications. The position participates actively in client meetings and maintains relationships with clients, employees, vendors, and carrier contacts while helping deliver efficient and effective service. The Senior Account Manager may manage an assigned book of business and serve as a subject matter expert on benefits and vendor or carrier products and services. The role supports client projects such as new business implementation, open enrollment, and nondiscrimination testing; interprets plan rules; and provides informal training and leadership to junior team members without official supervisory responsibility.

Requirements

Typically more than five years of industry and product line experience.
Life, Accident and Health Insurance License required.
Knowledge of benefits administration, HealthCare 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.
Ability to express ideas clearly in written and oral communications.
Strong Microsoft Excel and PowerPoint skills.
Commanding presentation and public speaking abilities.

Nice To Haves

BA/BS preferred.

Responsibilities

Maintain relationships with carrier and client contacts and participate in meetings and calls.
Communicate directly with clients and vendors, and build ongoing relationships with clients and their employees.
Manage the renewal and marketing process from start to finish in conjunction with Account Executives and Advisors.
Review benefit plan summaries and carrier source documents for accuracy.
Serve as a subject matter expert on benefits and vendor or carrier products and services.
Anticipate client needs and work with Account Executives and Advisors to resolve them.
Review requests for proposals and insurance plan analyses, negotiate with carriers, and recommend renewal actions.
Draft client presentations and participate actively in client meetings.
Lead open enrollment presentations and oversee the open enrollment communication process.
Update benefit guides and ensure client resources and communications are current after open enrollment or coverage changes.
Prepare documents and data for annual client compliance audits and potentially participate in presentations.
Respond to client requests involving product or vendor service or performance challenges.
Ensure Form 5500 is filed and completed in a timely manner.
Provide clients with updates on industry trends and state and federal regulatory issues, as appropriate.
Understand and articulate alternative funding strategies.
Provide proactive client service support with the account management team.
Oversee client projects, including new business implementation, open enrollment, and nondiscrimination testing.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
Provide informal leadership and training to more junior team members.