Develops client relationships with HR Manager/Directors as well as C-Suite
Develops a plan to meet client’s short and long-term needs throughout the year
Manages the RFP and marketing process
Collaborates with Producer in the renewal planning process
Advises and guides clients in compliance matters.
Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
Understands and can explain all aspects of carrier renewals for assigned clients
Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.

hold a high school diploma/GED (college degree strongly preferred)
have at least 4+ years of related employee benefits, account-service experience within a brokerage environment
Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA.
are currently licensed in good standing
have the confidence and demeanor to effectively interact with all levels within the organization
have strong organizational and communication skills
have a keen attention to detail
are computer literate
Microsoft Office Suite and Outlook

Account Manager, Employee Benefits

Key skills