Senior Employee BenefitsAccount Manager

Hidden Jobs 4 You
White Plains
Jul 17, 2017
Jul 30, 2017
Employer Type
Direct Employer
Employment Type
Full Time

Senior Employee BenefitsAccount Manager

White Plains, NY

Youwill work in collaboration with theManager and the service team and is responsible for the strategic management of clients employee benefit plans and objectives.

Youare also responsible for developing and maintaining relationships with other internal and external business partners and carriers.

Responsibilities: You are responsible for strategic management of assigned book of business in conjunction with Manager to understand the clients business and assist in developing Employee Benefit programs and initiatives that support the clients goals and objectives. Your role alsodelivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate. You will coordinate and ensures a smooth transition process for new customers. This includes identifying opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.

You will act as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.

Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.

Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes. Updates on-going activity in Agency management system.

You pro-actively maintains relationships with internal and external business partners and carriers.

You participate in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.


3 to 6 years of account management work in a broker or agency.

CEBS classes or designation is a plus

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

College degree or equivalent experience.

Certificates, Licenses, Registrations

All applicable insurance licenses