Account Manager - Benefits


This is a full-time position, working within an Account Management team. The Account Manager is responsible for all account activities relating to client benefits programs, while ensuring services are integrated with other business units.

ESSENTIAL DUTIES and RESPONSIBILITIES

  • Serves as primary contact for client communications and issues
  • Supports Producers in the design of client benefit programs
  • Manages the implementation, renewal, and claims administration of client benefit programs
  • Assists in ensuring that benefit programs meet client needs, comply with legal requirements, and are cost effective
  • Functions as a liaison between vendors and clients and advises on eligibility, coverage, and other benefits matters
  • Compiles and maintains benefits records and documents
  • Manages the workflow to Client Services Administrator
  • Ensure all client data is entered and updated within CRM System (SalesForce) in a timely manner
  • Performs other duties as assigned


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