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Employee Benefits Account Manager
Risk Strategies CompanyMid-Market Account Manager responsible for managing a personal book of health benefits business. Developing long-term relationships and delivering client service with Florida market expertise.
About the role
Key responsibilities & impact- Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
- Manage a personal book of business of approximately $500,000+
- Support Team Leader and/or Account Executive(s), as assigned
- Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
- Actively seek improvements to client service and efficiencies within teams by identifying improved processes
- Works with the client team to develop project plans and deliver on service goals
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
- Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
- Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
- Understand, articulate and implement RS value-added resources
- Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc.)
- Provide peer review for others on team
Requirements
What you’ll need- BA/BS preferred
- Active FL Life & Health License
- 2 - 5+ years of health & welfare experience
- Client-facing experience in the employee benefit industry a plus
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
- Ability to work independently and learning to anticipate client and team needs
- Strong understanding of Florida market and carriers
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefits administrationproject managementdata analysisclient presentationsRFP preparationvendor negotiationaccount transaction processingForms 5500monthly carrier reporting
Soft Skills
client serviceprocess improvementworkflow managementcoachingpeer reviewindependent workanticipation of needsteam collaboration
Certifications
BA/BSFL Life & Health License