Sr. Employee Benefits Account Manager
New
N
NFPEmployee benefits insurance
United StatesFull-TimeSenior
SalaryThe base salary range for this position is $52,700 – $65,000. In addition to the base salary, this position may be eligible for performance-based incentives.
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Job Details
- Experience
- More than 3 years’ client service and/or industry and product line experience
- Required Skills
- Microsoft ExcelPowerPointClient relationship management
Requirements
- Bring more than 3 years of client service and/or industry and product line experience.
- Have an associate degree or equivalent; a BA/BS is preferred.
- Obtain a Life, Accident and Health Insurance License within six months.
- Know benefits administration, HealthCare Reform, industry trends, and carrier products and services.
- Demonstrate strong Microsoft Excel and PowerPoint skills.
- Manage time effectively, make decisions, and follow up diligently.
- Express ideas clearly in written and oral communications and demonstrate presentation and public speaking abilities.
- Work independently and anticipate client and team needs.
- Work effectively remotely, with self-management, proactive communication, and proficiency with virtual meeting and collaboration tools.
- Maintain availability and responsiveness during business hours, including participation in scheduled calls, virtual meetings, and team communications.
Responsibilities
- Build rapport with carrier and client contacts and participate in client meetings and calls.
- Prepare and send requests for proposals to insurance carriers and organize proposal results in spreadsheets.
- Review requests for proposals and insurance plan designs, negotiate with carriers, and draft renewal recommendations.
- Prepare first drafts of renewal and client meeting presentations.
- Review contracts, benefit plan summaries, and carrier source documents for accuracy with an Account Executive or Advisor.
- Update benefit guides and keep client resources and communications current following open enrollment or coverage changes.
- Prepare documents and data for annual client compliance audits and help ensure Form 5500 is completed and filed on time.
- Respond to client requests and support product, vendor service, or performance challenges.
- Support client projects, including new business implementation, open enrollment, and nondiscrimination testing.
- Share relevant industry trends and state and federal regulatory updates with clients in conjunction with Account Executives or Advisors.
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