Employee Benefits Account Manager

• Ensure that contracts, BAAs or other documents are current
• Educate client on applicable compliance and regulatory responsibilities
• Analyze plan data and information provided by client service team regarding plan specifications, pricing and the ability of the carrier to deliver a service based on client needs
• Make determinations on appropriateness and/or clarity of the data and coordinate with the client service team to finalize an accurate and clear document for use with each client
• Work with client service team to review a request for proposal and/or other solicitation materials necessary to market client’s requests
• Advise clients on appropriate vendors and products that best serve their needs and are consistent with their business objectives
• Serve as an advocate for the client by working with Analyst to negotiate pricing and terms of various plans with vendors
• Document key information obtained from clients and communicate to service and/or management teams as appropriate
• Coordinate with client service team and client for appropriate employee communication materials
• Maintain a working knowledge of technical systems that are used and understand that is it is critical to be current with all systems related to client data

• At minimum, 4-5 years of account management or client service/relationship management experience is required
• A bachelor’s degree is preferred
• A Senior Account Manager will generally require 6+ years of experience
• Applicable state life & disability insurance producer license is required and must be obtained within 30 days of hire
• Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred
• Have a valid driver’s license and pass a background check
• Stay current on regulatory and legislative updates affecting the health and welfare insurance industry
• Keep abreast of the industry trends and interpret the effect of changes in the market
• Be a product expert
• Have a client service mindset

Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred

medical, dental, life and disability insurance, 401k, generous paid time off