Account Manager

Job Responsibilities

Renewal Process Management.

The Account Manager serves as the operational backbone of client renewals, working under the Account Executive's strategic direction and partnering closely with the Financial Analyst. This role translates market analysis into comprehensive client presentations, delivering renewal recommendations alongside the account team. Following client decisions, the Account Manager orchestrates the Open Enrollment process.

Key responsibilities include:

• preparing employee educational materials
• overseeing the critical transfer of benefit elections to insurance carriers
• ensuring accuracy and timeliness throughout the renewal cycle.

Participate in client meetings, both virtual and in-person, providing subject matter expertise and operational insights. Using templates, prepare meeting materials, take detailed notes, and catalog and follow up on action items to ensure commitments are fulfilled.

Maintain regular communication with assigned client accounts, serving as the primary day-to-day contact for plan administration questions, enrollment issues, and general benefits inquiries. Build strong relationships with HR professionals and benefits administrators to ensure smooth ongoing operations.

Serve as the central coordinator for issue management, facilitating transparent communication between clients, vendors, and the internal team. Organize all work in Asana, our project management system, to ensure nothing falls through the cracks, providing stakeholders with real-time visibility into issue status and creating accountability for timely resolution across all parties involved.

Oversee the complete onboarding process for new clients, managing both internal setup processes and external coordination activities. Establish organized client folders, build template projects in Asana, and systematically collect required client data. Coordinate with multiple stakeholders including carriers and third-party vendors, and ensure all administrative systems are properly configured before launch. Maintain detailed project timelines and checklists to guarantee nothing is overlooked during the transition from signed AOR to active client relationship.

Serve as a direct resource for our clients’ employees, handling inbound calls and inquiries related to benefits administration. Address complex claims issues, resolve eligibility questions, and provide clear explanations of benefit coverage and policy interpretations. Guide employees through enrollment processes, coverage changes, and life event modifications while ensuring accurate understanding of their benefit options. Collaborate with insurance carriers and third-party administrators to resolve employee concerns promptly.

Maintain working knowledge of various carrier platforms and systems to effectively troubleshoot eligibility issues and coordinate seamless data transfers between HR systems and insurance providers.

People who thrive in this position:

• Love interacting with people.
• Have strong organization and project management skills.
• Feel comfortable managing multiple projects and tasks simultaneously.
• Take on all projects with enthusiasm, regardless of complexity.
• Create positive relationships with clients and coworkers.
• Always look for opportunities to add value.

• At least three to five years of employee benefits experience required, preferably in a client support role.
• Previous employment at an employee benefits consulting firm preferred, or carrier / agency.
• Strong knowledge of group insurance (medical, dental, vision & life and disability products).
• Working knowledge of compliance and regulatory obligations applicable to employer-sponsored health plans: PPACA, COBRA, HIPAA, ERISA, etc.
• Bachelor's Degree in Business Administration, Finance, Economics, Communications, Human Resources, or other related field or commensurate work experience.
• Proficiency in the Microsoft Office suite of software. Experience with Asana, Box, Salesforce, and/or…