Account Manager

• Client Interaction and Relationship Management:
• Day-to-Day Client Point of Contact: Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively. Maintain regular communication with clients to ensure their satisfaction and address any issues that arise.
• Relationship Building: Build and deepen relationships with clients, fostering trust and long-term partnerships. Engage in client relationship-building activities, including in-person meetings and events.
• Client Meetings: Take an active role in client meetings, presenting information and addressing client questions. Prepare materials for presentations and communications, ensuring they are clear and professional.
• Project and Deliverable Management:
• Delivery and Execution of Results: Be responsible for the delivery and execution of all client deliverables, ensuring they are completed accurately and on time. Coordinate with internal teams to ensure all client requirements are met.
• Project Management: Handle the lifecycle and renewal process for client accounts, including planning, execution, and follow-up. Develop and maintain project plans to ensure successful completion of all client-related projects.
• Implementation Lead: Lead the implementation of new business and open enrollment processes, ensuring smooth transitions and successful outcomes. Coordinate with clients and vendors to lead implementation timelines and results.
• Vendor and Shared Services Coordination:
• Vendor Coordination: Coordinate with vendors to ensure seamless service delivery and address any issues that arise. Develop and maintain strong relationships with vendor representatives to enhance service quality.
• Shared Services Coordination: Ensure shared services and other support functions are performing effectively to meet client needs. Collaborate with internal teams to ensure all aspects of client service are covered.
• Compliance and Regulatory Support:
• Benefit Plan Reviews: Review benefit plan summaries and carrier source documents for accuracy, ensuring compliance with regulatory requirements. Understand and articulate complex regulatory language and rules to clients.
• Compliance Support: Partner with the Compliance Team to support client needs and ensure compliance with plan documents and summary plan descriptions. Stay informed about relevant legislative guidelines and updates, including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform.
• Leads all aspects of the 5500 process in coordination with vendors and partners when vital.
• Renewal and Marketing Process:
• Renewal and Marketing Process: Manage the renewal and marketing process from start to finish, negotiating with carriers and recommending renewal actions. Develop and implement marketing plans in collaboration with Consultants and Analysts.

Client Resources: Update employee and client communications and ensure all information is current after enrollment or coverage changes. Enter client data promptly into CRM systems (e.g., Salesforce).

• General Administrative Support:
• Documentation and Reporting: Maintain accurate and up-to-date documentation of client interactions, results, and project progress. Prepare regular reports for internal and client review.
• Team Collaboration: Work closely with team members to ensure cohesive and efficient service delivery. Participate in team meetings and contribute to the development of procedures and process improvements.

• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven ability to manage client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Strong Microsoft Excel and PowerPoint skills.
• Project management skills with the ability to manage multiple priorities effectively.
• Ability to work independently and as part of a team.
• Effective time management and decision-making skills.
• Presentation and public speaking abilities.
• Diligent follow-up skills.

• 3+ years of experience in benefits account management or a related field.
• Preferably a bachelor's degree or equivalent experience.