Senior Associate Account Manager
New
Remote (PST, MST or CST), PST, MST or CSTFull-TimeSenior
Salary$95,000 to $120,000 per year
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Job Details
- Experience
- 2+ years’ experience in broker agency or benefit administration firm
- Required Skills
- Project ManagementMicrosoft OfficeComplianceAccount ManagementCRM
Requirements
- 2+ years of experience in a broker agency or benefit administration firm.
- Current Life and Health insurance license.
- Thorough knowledge of health and ancillary insurance products.
- Experience working with clients with 1000+ US employees.
- Experience with self-funded arrangements, including pharmacy and stop-loss carve-outs.
- Strong knowledge of the benefits point solution landscape.
- Proficiency with all Microsoft Office products.
- Excellent written and verbal communication skills.
- Strong organizational and detail-oriented skills.
- Ability to work with clients at a strategic level.
- Bachelor’s degree preferred.
- Experience with benefit administration systems preferred.
Responsibilities
- Support Senior Account Managers and Account Managers in managing an assigned book of business.
- Serve as a primary contact for clients regarding day-to-day service needs and issue resolution.
- Coordinate and verify accuracy of client-facing materials such as plan documents and open enrollment communications.
- Manage the annual renewal process, ensuring timely and accurate delivery of recommendations.
- Oversee compliance-related tasks including 5500 filings, SPD wrap documents, and CMS reminders.
- Assist with onboarding new client divisions and coordinating carrier implementations.
- Partner with internal teams to provide accurate data for benefits administration systems.
- Maintain client detail updates in CRM (D365).
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