Employee Benefits Client Account Manager
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Job Description
Employee Benefits Account Manager ensuring client deliverables and customer satisfaction. Collaborating with Account Executives and managing projects while supporting overall client retention.
Responsibilities:
- 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.
Requirements:
- 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.
Benefits:
- 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.
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