Employee Benefits Account Manager

Job Description

Employee Benefits Account Manager - Newtown Square, PA - hybrid - up to $100k

The Account Manager serves as the primary point of contact for a block of accounts and will work closely with benefits consultants, internal service teams and other account managers to meet and exceed client expectations. The lines of coverage include an emphasis on: Medical, Dental, Vision, Spending Accounts, Group Life and AD&D insurance, disability and voluntary benefits

Job Responsibilities

• Works closely with Benefits Consultants and prepares and coordinates the renewal.
• Markets the Annual benefits renewal to the applicable carriers.
• Develops employee communication and enrollment materials for client distribution.
• Assists with the carrier installation process, i.e., collect, track and scrub all applications, build enrollment census and audit all member enrollments.
• Understands, interprets, and clearly delivers claims experience reporting and data to clients, when appropriate.
• Reviews the market results and enters data into the renewal presentation.
• Oversees client's benefits accounts, including but not limited to, new development, internal and external communication, support and maintenance issues.
• Manages ongoing client and/or employee inquiries and accurately maintains internal database.
• Understands client business, issues, and needs through proactive face-to-face (when appropriate) client visits and phone contact to maintain a positive relationship.
• Provides support and assistance, when needed, to other Account Managers on larger projects.
• Acts as escalation point for resolution of non-routine issues. Identifies root cause and communicates resolution to client.
• Other duties/projects/tasks as requested

Required Skills and Experience

• 5+ years of experience being an Account Manager on a block of business in the Employee Benefits Industry.
• Current Life and Health Insurance License is required
• Expert level navigation skills in MS Excel including formulas, pivot tables and v/x-lookups including computer proficiency with Word, PowerPoint, Outlook, MS Teams and Adobe Acrobat
• Ability to independently learn, navigate and problem solve within new technology systems (like HRIS) from the client sometimes with minimal training.
• Ability to build and maintain collaborative working relationships at all levels of an organization
• Experience with leading or participating in on-site client meetings to develop cross-sale opportunities and to maximize retention.
• Strong written and verbal communication skills with a knack for facilitating and presenting
• Organized with the ability to manage multiple time-sensitive tasks simultaneously and adapt to changes quickly based on client needs.
• Customer/Client focused
• Bachelor’s degree preferred but High School Diploma required

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