Salary
💰 $75,000 - $100,000 per year
About the role
- Account Manager will be a key member of the client service team, managing day-to-day service needs of mid-market clients (100-1,000 lives)\n
- Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution\n
- Serve as main point of contact for client questions, service requests, and issue resolution\n
- Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication\n
- Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through\n
- Learn and grow understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities\n
- Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists\n
- Build trust-based client relationships through responsiveness, accuracy, and attention to detail
Requirements
- Must be self-motivated and disciplined\n
- Possess excellent written and verbal communication skills\n
- Possess strong organizational skills\n
- Must be very detail-oriented\n
- Demonstrate leadership capabilities\n
- Ability to work with clients at a strategic level\n
- Ability to thrive in fast-paced environment\n
- Strong grasp of fully insured benefit plans and general employee benefits administration\n
- Interest in learning about self-funded and alternative funding strategies\n
- Excellent project management and organizational skills\n
- Professional and proactive communication style — both written and verbal\n
- Team player who thrives in a fast-paced, service-oriented environment\n
- Working knowledge of all Microsoft Office products especially excel and PowerPoint, required\n
- Experience with database applications, a plus\n
- Bachelor’s Degree, preferred\n
- Life & Health License (or ability to obtain within first 90 days)