Small Group Account Manager

Risk Strategies•Boston, MA

55d

About The Position

We're seeking a Small Group Account Manager to join our team. In this role, you'll manage a defined book of business, foster strong client relationships, and deliver exceptional service. You'll handle daily client inquiries, provide analytics and reporting, and coordinate with vendors to ensure quality standards are met. The Account Manager also supports senior team members on complex accounts while driving growth within their own. Candidates should have a solid understanding of employer-sponsored health and welfare plans, along with the federal and state regulations that govern them.

Requirements

BA/BS preferred
3-5 years of health & welfare experience, meets majority of core practice competency-based skills
Client-facing experience in the employee benefit industry a plus
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel, Word and PowerPoint skills
Life, Accident and Health Insurance License required

Nice To Haves

GBA or CEBS Certification a plus

Responsibilities

Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
Manage a personal book of business of approximately 50 - 60 clients with a focus on groups with less than 50 lives
Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
Delegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reporting
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)