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Account Manager - Benefits

The Client Manager will work with our payroll division to provide assistance with benefit administration functions.  In addition, Client Managers will oversee the preparation of open enrollment and renewal presentations.

Essential Duties and Responsibilities:

  • Act as the initial point of contact with clients and carriers for benefit related issues
  • Implement and provide support for our benefits module in iSolved
  • Provide Client Directors benefit administration support for new hires, terminations, COBRA & qualifying events, and payroll adjustments
  • Coordinate with carrier representatives to ensure smooth implementation of new plans
  • Ensure required plan information and materials are sent to the client and uploaded electronically in a timely manner
  • Assist in gathering client census and benefit plan information for new business presentations, renewals and open enrollment meetings
  • Review renewals and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance
  • Maintain client files and documentation in accordance with AmCheck's professional standards
  • Participate in prospect and renewal meetings to assess client needs, challenges and concerns
  • RFP review and preparation
  • Conduct employee open enrollment meetings to communicate benefits
  • Answer routine client inquiries regarding benefit services and coverage
  • Strategically address potential concerns and client dissatisfaction and develop proactive solutions to ensure client retention

Education and/or Experience:

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style.  This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to a group of internal associates and has high levels of contact with external vendors. The Client Manager must be positive and approachable, and work effectively with diverse personalities.  In addition, the following is required unless otherwise noted:

  • 3-5 years experience providing group health and benefits service while at a brokerage, general agency or a carrier
  • Benefit Administration software knowledge and experience
  • Bachelor degree strongly preferred
  • High level proficiency with Microsoft Office applications (i.e., Word, Excel and PowerPoint) to include the ability to create tables, charts, graphs, pivot tables and formulas
  • Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design
  • Communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
  • Demonstrated ability to develop, plan, and implement short and long term goals 
  • Maintain a valid, unrestricted California Life & Disability License and meet continuing education requirements
  • Maintain a valid Drivers License & have reliable transportation

Work Environment & Physical Demands:

  • Ability to use computer keyboard and sit in a stationary position for extended periods
  • Work is performed in a typical interior/office work environment
  • Travel to client sites is required
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