Group Benefits Account Manager

WHAT TO EXPECT

Client Relationship Management:

• Serve as the primary point of contact for assigned clients, ensuring prompt and effective communication.
• Build and nurture strong, enduring client relationships through strategic account management and regular engagement.
• Effectively manage and maintain client business information in accordance with best practices, utilizing core business applications.
• Respond to client queries promptly and follow up on all calls and emails.
• Update and maintain comprehensive account history and activity reports.
• Coordinate all client/insurer follow-up activities.

Benefits Consultation:

• Conduct thorough needs assessments to understand clients’ business objectives and employee benefit requirements.
• Provide expert advice on benefit plan design, compliance, and industry best practices.
• Coordinate the implementation of new benefit plans and attend the annual group benefit presentation meetings alongside the primary benefit consultant.
• Be familiar with your block of client’s renewals to ensure proactive planning and follow-ups.
• Collaborate with internal teams and insurers to ensure smooth plan transitions and accurate, timely renewals.
• Review documentation for routine policy changes, additions, deletions, renewals, or cancellations.

Issue Resolution:

• Proactively identify and address client concerns or issues.
• Work closely with internal teams to resolve challenges and ensure high client satisfaction.
• Collaborate with clients to develop and execute strategic benefit plans aligned with organizational goals.
• Stay informed about industry trends, regulatory changes, and emerging technologies to provide proactive recommendations.
• Analyze client data to identify trends, measure plan effectiveness, and make data-driven recommendations.
• Prepare and present regular high-quality reports, presentations, and proposals to clients on the performance of their benefit programs, as required.

Other:

• Attend professional development courses, industry conferences, and obtain certifications to stay updated on new technologies, legislation, and work practices.
• Prepare client-facing documentation, including education sessions, benefit plan summaries, plan amendment notices, etc. as required.
• Perform other duties as assigned.