Benefits Account Manager
Job Title: Benefits Account Manager
Job Summary / Objective
The Benefits Account Manager plays a key role in ensuring client satisfaction and retention. This position oversees pre-renewal workflows, implements insurance carrier renewal strategies, manages open enrollment procedures, and fosters strong client relationships. The role focuses on delivering a seamless renewal experience while providing expert consultation on insurance plans and benefits.
Essential Functions / Duties
Responsibilities include, but are not limited to:
- Build and maintain strong client relationships, understanding their goals and objectives for benefit plans.
- Advise clients on the advantages and disadvantages of various insurance plans to support decision-making.
- Manage the annual benefits renewal process, including pre-renewal workflows and open enrollment.
- Develop and execute renewal strategies aligned with client needs and objectives.
- Prepare comprehensive renewal analyses and distribute supporting documents such as benefits guides.
- Assist with marketing benefits and creating materials for open enrollment meetings.
- Implement post-renewal strategies to address changes or adjustments.
- Respond promptly to client inquiries regarding renewals and provide guidance as needed.
- Communicate effectively with insurance carriers regarding renewals and policy confirmations.
- Maintain accurate records in internal systems and ensure compliance throughout the renewal process.
- Process new business paperwork for new groups and additional lines of coverage.
- Conduct educational sessions for clients on benefits and wellness programs.
- Administer benefit surveys and tailor plans based on feedback.
- Perform quarterly claims reviews to identify trends and cost-saving opportunities.
- Serve as a liaison with carriers to resolve claims issues and assist with prior authorizations, ID card requests, and network searches.
- Respond to employee inquiries regarding benefit plans, coverage, and eligibility.
- Update systems to reflect employee enrollments, terminations, and changes.
Required Skills and Abilities
- Strong understanding of employee benefits programs, compliance requirements, and industry trends.
- Ability to provide empathetic, client-focused service and proactively enhance the client experience.
- Excellent written and verbal communication skills.
- Proven ability to build and maintain client relationships and deliver customized solutions.
- Detail-oriented with strong organizational and project management skills.
- Critical thinking and problem-solving abilities.
- Proficiency with CRM systems, Microsoft Office Suite, and other relevant tools.
- Commitment to ethical standards and confidentiality.
Education and Experience
Required:
- 2+ years in customer support or account management within the employee benefits insurance industry.
- High School Diploma or GED.
- Active Life and Health Insurance License (state-specific).
Preferred:
- Associate or Bachelor's degree in Business Administration or related field.
FAQs
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