Benefits Account Manager
Transtar Insurance Brokers, Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • United States
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Salary
💰 $85,000 per year
About the role
- Serve as the primary point of contact for a book of mid-to-large employer groups.
- Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
- Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
- Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
- Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting.
- Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
- Develop, document, and roll out new procedures, service standards, and templates for internal use.
- Establish scalable onboarding and service models.
- Support the training and mentoring of junior staff in new processes and best practices.
Requirements
- 7+ years of employee benefits experience, with significant experience managing self-funded employer groups.
- Proven success in a client-facing account management role within a brokerage, consulting firm, or insurance carrier.
- Strong analytical skills with the ability to interpret and present complex claims and cost data.
- Demonstrated experience improving or creating account management processes, documentation, and internal systems.
- Excellent interpersonal, presentation, and communication skills.
- Highly organized and capable of managing competing priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); experience with benefits administration and CRM platforms preferred.
- Current Life & Health License required.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefitsself-funded employer groupsclaims data analysisaccount management processesdocumentationanalytical skillsbenefits administrationCRM platforms
Soft Skills
client-facinginterpersonal skillspresentation skillscommunication skillsorganizational skillstime managementmentoring
Certifications
Life & Health License