Benefits Account Manager

Role Overview

• Market employee benefit plans to insurance carriers and analyze proposal results
• Coordinate carrier renewals, including obtaining pricing and plan options
• Manage carrier implementations and transitions, including:
• Communicating plan decisions to carriers
• Completing and submitting required paperwork
• Ensuring enrollment import files are completed when changing carriers
• Obtaining signed termination letters and submitting them to prior carriers
• Obtaining and reviewing certificates for accuracy
• Prepare open enrollment materials such as benefit guides, presentations, scripts, memos, SBCs, and required compliance notices
• Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, call center teams, and 5500 coordination
• Respond to day-to-day client inquiries and provide ongoing support
• Assist with compliance requirements, including PCORI, Gag Clause, Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
• Prepare reports for quarterly and renewal meetings
• Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Requirements

• Strong attention to detail and excellent organizational skills
• Proficiency in Microsoft Word and Excel
• Ability to manage multiple deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Prior experience in employee benefits or insurance preferred

Benefits

• health plan
• 401 K with company matching
• vacation days
• holidays
• sick time
• Wellness Program