The Account Manager is responsible for the preparation, coordination, and management of client insurance benefits enrollment and communication projects
This pivotal role ensures seamless execution of client initiatives, contributing to their success and satisfaction
Reporting directly to the Director of Account Management, the Account Manager will play a key role in delivering exceptional service and fostering strong client relationships
Coordinate and perform tasks related to the implementation of benefits enrollment projects, specifically initiating and managing the project checklist and timelines
Drive team integration across departments to effectively deliver tasks on time, holding team members accountable to deadlines
Gather and store case documents, including but not limited to budget and goals, plan of enrollment, counselor scripts, and required client documentation for Carriers
Organize, manage, and participate in weekly case project team meetings
Schedule and lead client administrative calls with payroll and carriers
Coordinate and document the weekly client call
Develop and maintain client relationships along with the EOI Client Executive
Produce the Enrollment Manual with required case specifics
Administer the case training for the Benefit Counselors
Oversee client census information for distribution to required parties
Spearhead and manage any replacement processes, including but not limited to, product mapping over to the new Carrier and arranging materials needed for the upcoming product RFP
Monitor Enrollment System: gather carrier specification documents, census information, and test the enrollment platform
Organize and track case results and counselor reporting
Generate and organize statistical data from Oracle and enrollment platforms for reporting to Client, Broker, and EOI Marketing
Confirm and audit project enrollments and confirm initial payroll deductions with clients
Process, track, and assist in resolving customer service issues
Assist with the set-up of monthly new hires project timelines, licensing, and training materials
Other duties as assigned

Requirements

Bachelor with some business courses
Minimum Five years in the insurance industry – Group Benefits or Enrollment Management experience preferred
Three years of effective project management experience – Within the Insurance industry preferred
Current Insurance license Preferred
Self-motivated, highly organized problem solver that can manage multiple tasks and deliver high-quality results under tight deadlines
Strong Excel and report writing skills, ensuring accuracy of the minute details of a project or task
Ability to analyze and interpret demographic and enrollment data
Ability to convey project status and technical and complex concepts for a variety of audiences, including the ability to present ideas in user-friendly language
Strong organizational and attention to detail skills
Ability to work on a fast-paced, high-energy team while maintaining a positive attitude
Computer proficiency with Excel Spreadsheets, Word Documents, and navigating Agency Management Systems
Experience assisting in the full marketing process and analyzing contracts
Interpreting complex documents, such as insurance benefits with multiple coverages, detailed applications, and proposals
Experience navigating enrollment platforms: Selerix, bswift Employee Navigator, Ultipro, ADP, etc.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project managementreport writingdata analysisenrollment managementbudget managementstatistical data generationcustomer service resolutioninsurance benefits interpretationproblem solvingmulti-tasking

Soft Skills

self-motivatedhighly organizedattention to detailstrong communicationteam collaborationpositive attitudetime managementclient relationship managementpresentation skillsadaptability

Certifications

Bachelor's degreeInsurance license