Account Manager

About This Role

The Account Manager will oversee an assigned portfolio of self-funded group health plan clients, serving as the primary liaison for clients and brokers. This role involves managing plan changes, preparing reports, conducting presentations, and ensuring overall client satisfaction and retention.

Responsibilities

• Act as the liaison between employers, brokers, Client Executives, and Allied departments for self-funded group health plans
• Provide communication regarding industry, legislative updates, and ACA compliance
• Manage and resolve escalated employee issues
• Conduct quarterly meetings to review plan performance and build client relationships
• Communicate internal changes regarding benefit plan design, financial information, and vendor partner changes
• Prepare and host employee presentations, employer portal training, and executive summary report reviews
• Troubleshoot, identify, and improve internal processes with various Allied departments
• Produce and analyze ad hoc reporting for clients, brokers, or Client Executive
• Help facilitate the renewal of existing cases by managing claims, producing updated plan documents, and project managing open enrollment
• Cross sell various Allied solutions to existing clients

Requirements

• At least three years’ experience in an account management role
• Excellent working knowledge of employee medical benefit plans
• Intermediate level work experience with Microsoft Office (Word, Excel, Access, PowerPoint)
• Public speaking and ability to present benefits and compliance

Qualifications

• BA/BS or equivalent work experience
• At least three years’ experience in an account management role and excellent working knowledge of employee medical benefit plans required. Experience with group health insurance and self-funded health plans preferred.

Nice to Have

• Experience with group health insurance and self-funded health plans
• Life and Health Insurance Producers license

Skills

* Required skills

Benefits