Benefits Account Manager Job Description Template
Our company is looking for a Benefits Account Manager to join our team.
Responsibilities:
- Manage day to day client billing inquiries;
- Conduct full review and analysis for mid-large groups;
- Assist with implementation of renewal decisions, program set-up, and vendor management;
- Manage client relationship issues;
- Invoicing;
- Employee will exercise independent judgment and discretion about the management and tracking of policy renewals;
- The employee will manage client conversations or general business operations of their manager’s customers;
- Review marketing and financial exhibits;
- Prepare benefit packets for open enrollment and new hires;
- Research and respond to client as well as insurance carrier questions;
- Employee will prepare meeting presentations with limited direction;
- Create and maintain positive relationships with clients. Proactively follow up and anticipate client needs for potential challenges;
- Scan and maintain documents, policies and correspondence in share drive;
- Assist communications team with preparation and review of client communication pieces;
- Manage all aspects of the RFP process.
Requirements:
- Strong analytical and problem-solving skills;
- Ability to learn and adapt quickly;
- Advanced knowledge in MS Office Suite. Strong knowledge of Excel;
- Ability to work effectively in a team environment as well as an independent contributor;
- Exceptional written and verbal communication skills;
- Minimum of two years of experience working in account services in the employee benefits industry. Experience with mid-large groups is a plus;
- Experience using Salesforce and Employee Navigator a plus;
- Outstanding interpersonal and relationship building skills;
- Life and Health License preferred;
- Ability to work well in a fast-paced environment and effectively manage responsibilities and tasks with competing priorities and deadlines;
- Excellent organizational and prioritization skills. Strong attention to detail;
- HS or equivalent required. Additional education a plus.