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Benefit Account Manager

Duluth, GA · Banking/Loans
The Account Manager is responsible for the oversight and ongoing management of their assigned clients. The Account Manager works with sales and the support team to implement new or renewing accounts ensuring that a high service level is met. The Account Manager will also work with high level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having great problem resolution and negotiation skills are key. The Account Manager must also be personable and maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities.
  • Coordinate and conduct the implementation for new and renewing clients.
  • Market, analyze, and negotiate benefits and rates for all coverages.
  • Conduct Open Enrollment meetings (in person or via Zoom)
  • Prepare all employee materials
  • Construct Benefit Administration portals for select clients
  • Complete and provide oversight of all post OE tasks
    • Obtain applications or monitor benefit administration portals.
    • Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date)
    • Perform first bill audits and host a meeting with client to discuss how the OE went.
  • Ensure a high level of customer retention and satisfaction by building relationships with key contacts
  • Ensure high levels of service are delivered to ALL clients:
    • High-level of professionalism and customer service to employees
    • Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours make sure to keep lines of communication open with client by providing status updates.
    • Education is key for all employees and key contacts.
  • Make sure all clients are compliant with their benefits, contributions, etc.
    • Select filings of compliance documents
    • COBRA
  • Understand ALL carrier systems so you can perform eligibility tasks (adds, terms, changes)

Knowledge, Skills, and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Personal qualities of integrity and credibility.
  • Must be able to work individually and as part of a team.
  • Must be able to use the utmost discretion in all presentations/correspondence and communication for staff, clients, and the CEO.
  • Intermediate (or higher) knowledge of Microsoft Office and Adobe.
  • Work requires professional written and verbal communication and interpersonal skills.
  • Strong organization skills with the ability to multi-task and prioritize to meet stated deadlines
  • Knowledge of employee benefits, compliance, and some payroll
  • Must be able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, insurance regulations, and governmental regulations.
  • Ability to respond effectively to the most sensitive inquiries and complaint.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

Education & Experience
  • 1-2 years agency experience
  • Bachelor's degree preferred
  • Health and Life Insurance License.


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