Employee Benefits Account Manager (Project Management)

The Employee Benefits Account Manager is responsible for managing and servicing client employee benefit programs, ensuring client satisfaction and plan compliance. This role involves direct client interaction, benefit plan analysis, problem resolution, and coordination with producers, vendors and carriers.
Client Relationship Management:
Manage and oversee fully insured and level-funded client benefit plans.Serve as the main point of contact, addressing inquiries, resolving issues, and providing ongoing support.Coordinate benefit plan implementations, renewals, and communications with producers, clients, and carriers.Collaborate with Customer Relations on eligibility and claims to ensure timely resolutions.
Benefits Consultation:
Advise clients on employee benefits program design, ensuring competitive and compliant packages.Provide guidance on compliance with state and federal regulations.Prepare and present benefit plan options, renewals, and recommendations based on regulatory updates, industry trends, and client needs.
Data Analysis & Reporting:
Prepare performance reports to assess plan effectiveness and cost efficiency pre-renewal and post-renewal.Lead the RFP process, negotiate with carriers, and manage proposals and recommendations.Analyze benefits utilization data to identify cost-saving opportunities.
Compliance & Documentation:
Ensure all client interactions, policies, and renewals adhere to industry regulations and internal policies.Maintain accurate records and ensure up-to-date policy documents.Follow company processes for documentation in Brokerage Builder.