Senior Account Manager, Employee Benefits
LOCATION
Not specified
QUALIFICATIONS
BA/BS preferred, 4-7+ years of health & welfare experience, client-facing experience in the employee benefit industry, knowledge of benefits administration, HealthCare Reform, industry trends, and a Life, Accident and Health Insurance License required.
RESPONSIBILITIES
Manage a book of business, develop client relationships, respond to inquiries, prepare renewals and RFPs, support team leaders, improve client service and efficiencies, facilitate client meetings, and keep updated on industry trends and regulations.
INDUSTRY
Health & Welfare Benefits
SHORT DESCRIPTION
The Mid-Market Senior Account Manager oversees an assigned book of business, develops long-term client relationships, and ensures service quality while driving revenue growth.
- Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
- Support Team Leader and/or Account Executive(s), as assigned
- 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 renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
- Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc
- 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.)
- Understand, articulate and implement RS value-added resources
- Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)
- Provide peer review for others on team
- BA/BS preferred
- 4 - 7+ years of health & welfare experience, meets, or exceeds, 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
- Life, Accident and Health Insurance License required
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