Senior Account Manager (Employee Benefits - Remote)

Aon•Norwell, MA

12d•Remote

About The Position

The Senior Account Manager works with Advisors and Account Executives to provide client service for employee benefits accounts. This role manages the renewal and marketing process from start to finish, prepares client presentations and communications, leads open enrollment presentations, and oversees the open enrollment communication process. The Senior Account Manager participates actively in client meetings and works to build and maintain relationships with clients, employees, vendors, and carrier contacts. The role may manage an assigned book of business and provides informal mentorship and training to more junior team members without official supervisory responsibility. This is a fully remote position with the ability to work EST hours. The position serves as a subject matter expert on benefits and vendor and carrier products and services. It supports client projects, compliance activities, benefit communications, and resolution of service or performance challenges. The role also helps clients understand industry trends, regulatory issues, alternative funding strategies, and plan requirements.

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 degree preferred.

Responsibilities

Maintain relationships with carrier and client contacts; participate significantly in meetings and calls and communicate directly with clients and vendors.
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, including complex regulatory language and rules.
Develop and maintain relationships with clients and their employees, and build relationships with carrier representatives to understand available products and services.
Serve as a subject matter expert on benefits and vendor and carrier products and services; seek assistance from more senior team members on complex situations or products.
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 with Account Executives or Advisors and take an active role in client meetings.
Update benefit guides and ensure client resources and communications are current following open enrollment or coverage changes.
Prepare documents and data for annual client compliance audits and may participate in presenting them.
Respond to client requests regarding products, vendors, and service or performance challenges.
Ensure Form 5500 is filed and completed in a timely manner.
Provide clients with updates on relevant 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 such as new-business implementation, open enrollment, and non-discrimination testing.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
Provide informal leadership and training to more junior team members, without official supervisory responsibility.