Collaborate with account executive to ensure client receipt of all Work-Client Deliverables
Works independently in providing day to day overall customer satisfaction and proactive service response
Responsible for managing and executing work product protocols including compliance requirements
Actively apply industry knowledge both internally (through Benchmarking analysis) and independently
Active team player with professional demeanor, supporting all of Client Management
Ability to work independently for day to day servicing of each client.
General understanding of all funding arrangements (Fully Insured, Level-Funded, Self-Funded)
General understanding of client financials & client compliance requirement
Effectively and efficiently manages client specific projects, in conjunction with Account Executive
Willingness and ability to support client and Account Specialist in claim & eligibility management
Strong presentation skills and professionalism, in support of Account Executive
Client Lead on accounts under 100 Full-Time-Equivalent employees (assumption that claims are not available)
Development and accuracy of Client Communication materials for Open Enrollment as well as throughout the year
Effectively implement, manage and apply various client-support vendors, ie; Compliance, FSA, HRA, HAS, or other outsourced vendors
Overall support and accountability for client retention
Responsible to update and maintain accuracy of agency management system
Perform other job duties as assigned.

Associate’s or Bachelor’s in a business or financial related discipline (preferred)
A minimum of 2 years of experience in employee benefits; as a consultant, carrier claims/account manager or in human resources
Candidate must have excellent organizational skills, an ability to multitask and flexibility to handle a fast paces environment
Provide support and possibly lead portions of group presentations
Experience with benefit administration platforms, HRIS, eligibility & claims advocacy
Candidate must be proficient in MS Excel, Word, Outlook and PowerPoint
Exceptional telephone demeanor
Must be experienced in using the internet and utilizing online systems
Excellent writing and oral communication skills are required.

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Employee Benefits Client Account Manager

Key skills