Account Manager – Employee Benefits
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Sacramento • California • 🇺🇸 United States
Visit company websiteSalary
💰 $42,000 - $91,000 per year
Job Level
Mid-LevelSenior
About the role
- Serves as a client advocate and the primary point of contact for assigned accounts
- Develops professional business relationships with client and understands the client’s core business
- Leads projects, deadlines, meetings and client deliverables utilizing established account management tools
- Manages client expectations, service commitments, and anticipates needs of the client
- Manages the engagement letter process including confirmation of specific scope of services, compensation type and level, project timeframe and required data
- Establishes carrier/vendor relationships to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments
- Resolves client issues promptly and determines which items will be delegated to the support team
- Manages the Request for Proposal (RFP) process by compiling health benefits information from various sources, responses from carriers, maintains appropriate documents
- Prepares market analysis for new clients and prospects
- Reviews vendor contracts, Summary Plan Description (SPD), and other plan documents to ensure alignment with client expectations and legal requirements
- Follows up with carriers to ensure changes are reflected
- Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes data for trends, and submits reports to client
Requirements
- A Life Accident & Health License from state of domicile is required and must be maintained
- Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.)
- High School Diploma or equivalent required
- Four-year degree preferred
- Minimum 3 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required
- Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures
- Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
- Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
- Ability to work independently with limited daily supervision and to work effectively in a team environment
- Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
- Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementmarket analysisdata analysisinsurance ratingsunderwriting proceduresclaims managementproject managementRFP processeligibility administrationcontract review
Soft skills
interpersonal skillscommunication skillsrelationship managementindependent workteam collaborationtime managementprioritizationproblem-solvingclient advocacyadaptability
Certifications
Life Accident & Health LicenseCEBSCBPHigh School DiplomaBachelor's Degree