Account Manager - Employee Benefits

Job Title : Account Manager

Classification : Exempt

Department : Employee Benefits

Location : Schaumburg, IL / Hybrid / Flexible

Reports to : Vice President

Overview

The Account Manager interfaces with an assigned list of accounts involving the Company's portfolio of products (i.e., medical, dental, life, disability, vision, or other types of insurance.) This individual is responsible for customer satisfaction, problem resolution and account retention. We are a growing company looking for people who want to grow with us!

Essential Duties & Functions

Other duties may be assigned.

• Relationship management of client
• Proactive development and execution of client benefit strategy and annual renewal cycle
• Intermediate understanding of compliance (ACA, ERISA, HIPAA), benchmarking, renewal & marketing (RFP), reporting & analytics, and able to perform these functions and explain to client with guidance from the team lead as needed
• In conjunction with Benefit Analyst, responsible for the marketing process which includes obtaining client census, submitting RFP, and evaluating quotes in preparing renewal proposal and recommendations for clients. If Benefit Analyst is assigned to account, AM is responsible for coordination and final delivery of proposal document.
• Communicate due dates, timelines and expectations to clients and partners with respect to annual renewal process as well as compliance requirements
• Independently, or in partnership with Vice President as needed, lead client meetings and presentations
• Coordinates onboarding of new clients
• Strong knowledge of and relationships with vendors
• Delegates tasks, training, and onboarding as appropriate
• Monitors and recommends opportunities for client revenue enhancement
• Recommend or initiate actions to service the client effectively and proactively
• Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of client benefit programs
• Special projects as assigned which may include client presentations, functions, and meetings
• Update and maintain client benefits admin portal at renewal and throughout the year as needed
• Builds and maintains solid relationships with existing clients by providing exceptional ongoing services and care
• Maintain accurate client and policy data and documents within Benelinx system
• Acts as a liaison between carriers and vendors and communicates accurate details relating to benefits program in a timely manner
• Coordinate and attend open enrollment meetings as necessary
• Participate in market meetings, seminars and training programs as directed
• Expected to have regular client contact as established by the service checklist and renewal timeline

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Job Posted by ApplicantPro