Account Manager – Employee Benefits

Role Overview

• Serves as a client advocate and the primary point of contact for assigned accounts
• Develops professional business relationships with client and understands the client’s core business
• Leads projects, deadlines, meetings and client deliverables utilizing established account management tools
• Manages client expectations, service commitments, and anticipates needs of the client
• Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data
• Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments
• Resolves client issues promptly and determines which items will be delegated to the support team
• Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files
• Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client
• Prepares market analysis for new clients and prospects
• Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements
• Follows up with the carriers to ensure changes are reflected
• Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate
• Generates new sales through existing clients and client referrals in accordance with the sales plan
• Introduces other Relation products and services to clients
• Gathers national Health and Welfare survey data; interprets and shares with clients
• Recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A Life Accident & Health License from state of domicile is required and must be maintained
• Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.)
• High School Diploma or equivalent required
• Four-year degree preferred
• Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures
• Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
• Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
• Ability to work independently with limited daily supervision and to work effectively in a team environment
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays and more