Senior Associate Account Manager
New
O
OneDigitalEmployee Benefits
United States, PST, MST or CSTFull-TimeSenior
Salary95,000 - 120,000 USD per year
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Job Details
- Experience
- 2+ years’ experience in broker agency or benefit administration firm
- Required Skills
- Microsoft OfficeComplianceAccount ManagementCRM
Requirements
- 2+ years’ experience in a broker agency or benefit administration firm.
- Current Life and Health license.
- Thorough knowledge of health and ancillary products.
- Experience working with clients with 1000+ US employees enrolled in benefits.
- Experience working with self-funded arrangements with pharmacy and stop loss carve-outs.
- Strong knowledge of benefits point solution landscape and experience implementing integrated solutions.
- Working knowledge of all Microsoft Office products.
- Strong organizational skills and detail-oriented mindset.
- Ability to work with clients at a strategic level and thrive in a fast-paced environment.
- Leadership capabilities and self-motivation.
- Bachelor’s Degree (preferred).
- Experience with benefit administration systems (preferred).
- Familiarity with quoting process and tools (preferred).
Responsibilities
- Support Senior Account Managers and Account Managers in managing an assigned book of business.
- Serve as an advisor for day-to-day service needs and escalate issues related to eligibility, billing, and advocacy.
- Coordinate and review the accuracy of client-facing materials including plan decisions and Open Enrollment communications.
- Manage the annual renewal process and review insurance contracts, SBCs, and benefit summaries.
- Support compliance deliverables, including 5500 filings, CMS reminders, and SPD wrap documents.
- Assist with new division onboarding and coordinate carrier/vendor setup.
- Oversee the post-enrollment audit process and manage required corrections.
- Guide clients through carrier implementation and partner with technology teams for benefits administration system setup.
- Maintain client plan details in the CRM (D365).
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