Benefits Account Manager

• Build and nurture client relationships, understanding their goals and objectives for their benefit plans.
• Discuss the advantages and disadvantages of various insurance plans to assist clients in decision making.
• Assist clients throughout their annual benefits renewal process, including pre-renewal workflows and open enrollment.
• Develop and execute insurance carrier renewal strategies aligned with client needs and objectives.
• Create comprehensive renewal spreadsheet analyses for each client, ensuring accuracy and clarity.
• Prepare and distribute renewal documents such as benefits guides for open enrollment meetings. Assist in marketing clients’ benefits and creating kits for open enrollment meetings.
• Implement post-renewal strategies to address any changes or adjustments required after the renewal process.
• Respond promptly to client inquires via phone and email regarding the renewal process, providing guidance and information as needed.
• Communicate effectively with insurance carriers regarding client renewals and policy confirmations.
• Update internal systems (i.e., BKB, Excel files, client folders) with accurate renewal notes and information.
• Process all new business paperwork for all virgin groups as assigned and update BKB accordingly.
• Process all new business paperwork for new lines of coverage outside of renewal and update BKB accordingly.
• Complete necessary forms and technology updates throughout the renewal process to maintain accuracy and compliance.
• Ensure the accuracy of the client’s current policies, verifying that all members have requested coverage as needed.
• Proactively communicate with clients and carriers to help solve problems, addressing client and carrier concerns efficiently.
• Organize and conduct educational sessions for clients to enhance their understanding of benefits and wellness programs.
• Administer benefit surveys to gather feedback and tailor benefits plans to meet client and employee needs.
• Develop customized materials to assist clients in communicating benefits information to their employees.
• Conduct quarterly claims reviews to identify trends and cost savings opportunities.
• Serve as a liaison with insurance carriers and providers to resolve claims issues and aid with the appeals process. Assist with prior authorizations, ID card requests, and network searches.
• Respond promptly and professionally to client employee inquiries, providing accurate and thorough information regarding benefit plans, coverage, and eligibility.
• Update system(s) to reflect employee enrollments, terminations, and changes with carriers and vendors.

• Possess an understanding of employee benefits programs, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Ability to identify areas of improvement and implement innovative solutions to optimize processes, streamline operations and workflow efficiency.
• Excellent written and verbal communication skills to effectively convey information clearly and transparently.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Detailed-oriented and organized with excellent project management abilities.
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

• 2 or more years of experience in a customer support or account management position within the Employee Benefits Insurance industry.
• High School Diploma/GED
• Virginia Life and Health Insurance License.

• Associate or Bachelor’s Degree in Business Administration or a related field.

• Driving: The Benefits Account Manager may spend time driving to client meetings.
• Sitting: A significant portion of the workday involves sitting at a desk while using a computer, handling paperwork, and communicating with clients and co-workers.
• Standing and Walking: Some tasks, such as attending in person meetings, interacting with colleagues, and moving within the office space, may involve standing and walking.
• Typing and Writing: This position requires frequent typing, data entry, and documentation. Effective written communication is essential for drafting emails, reports, and client communications.
• Lifting and Carrying: Occasionally, the Benefits Account Manager may need to lift and carry files or documents, generally weighing up to 10 pounds, in the office.
• Telephone and Communication: This position involves significant telephone communication with clients, carriers, and team members, requiring clear and effective verbal communication.
• Visual and Auditory Abilities: The ability to read documents, analyze data, and view computer screens for extended periods is necessary. Good auditory skills are essential for effective communication via telephone and in-person conversations.
• Multitasking and Time Management: This position often involves managing multiple tasks simultaneously and prioritizing time effectively to meet client needs and deadlines.

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