Account Manager Employee Benefits Services

Recruitwithaceit; Calgary; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading consulting firm is seeking an Account Manager to enhance client relationships and ensure efficient benefits administration. The successful candidate will coordinate communication, manage queries, and support benefit plan documentation. This full-time position offers an excellent opportunity for a tech-savvy professional with strong organizational skills.

Qualifications

• Minimum 3 years of client-facing experience in insurance consulting or employee benefits.
• Strong organizational and communication skills.
• Experience with CRM and task management tools.

Responsibilities

• Manage client queries regarding benefits administration and complex claims.
• Schedule meetings and coordinate communications between clients and carriers.
• Maintain documentation for plan changes and client history.

Skills

Client-facing experience

Organizational skills

Communication skills

Tech-savvy

Tools

HubSpot

Zoho CRM

Calendly

Trello

Asana

Job description

The Account Manager ensures smooth coordination between the client and consulting team by managing day-to-day communication reporting schedules service requests and benefit plan administration support.

Key Responsibilities

• Manage and triage client queries regarding benefits administration documentation and complex claims
• Schedule and coordinate all meetings reporting cycles and communications between clients and carriers
• Maintain accurate documentation for plan changes negotiations and client history
• Support preparation of renewal reports quarterly updates and carrier summaries
• Assist in benefits communication rollout including employee-facing documents

Tool-Assisted Functions

• Automate scheduling follow-ups and status reminders using Calendly Trello or Asana
• Use HubSpot or Zoho CRM to manage ticketing interactions and reporting pipelines
• Trigger reporting workflows from data tools like Castmagic Zapier or PDF generators

Qualifications

• 3 years of client-facing experience in insurance consulting or employee benefits
• Strong organizational and administrative skills
• Tech-savvy and experienced with CRM and task management tools
• Clear professional communication skills both verbal and written

Key Skills

Vendor Management,Fmla,HIPAA,Analysis Skills,Benefits Administration,HRIS,Filing,Payroll,Employment & Labor Law,ADP,Human Resources,Workday

Employment Type : Full Time

Experience : years

Vacancy : 1

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