Employee Benefits Account Manager

WA Group; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

WA Group is seeking an Employee Benefits Account Manager to deliver exceptional service to clients, develop enrollment materials, and support renewal strategies. The role emphasizes client relationships, accuracy, and regulatory compliance within open enrollment and ongoing benefits management.

The candidate should have active Life, Health and Accident licenses, plus experience with benefits systems and MS Office. This is a full-time on-site position in the United States.

Qualifications

• Demonstrates strong interpersonal and communication abilities.
• Able to build rapport with clients and internal teams.
• Maintains accuracy and attention to detail in all tasks.

Responsibilities

• Assist in development of open enrollment kits and materials.
• Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team.
• Compile data and assemble RFPs for various lines of coverage.
• Evaluate RFP responses and create qualitative and quantitative assessments of each.
• Implement new cases by following a case checklist and familiarizing clients with current benefit plans.
• Communicate and assist in implementing compliance and/or regulatory changes with clients (COBRA, ERISA, HSA, HRA, Flex, HIPAA).
• Review and correct SPDs, Wrap documents, and Certifications from carriers.
• Have a full understanding of group medical and ancillary programs.
• Prepare renewal options after receiving work direction from Risk Advisor or Account Executive.
• Work on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions.
• Build and maintain vendor and client relationships; manage workloads.
• Perform all actions to avoid errors and omissions.

Skills

Interpersonal skills

Oral and written communication

Client-oriented

Attention to detail

Tools

Microsoft Office

CRM systems

Job description

We are looking for a highly motivated, growth driven Employee Benefits Account Manager. This position will use their professionalism, client-orientated skills, and attention to details to provide exceptional service to our clients.

Ideal candidates must have excellent interpersonal skills and strong oral and written communication skills. Our ideal candidate will also exhibit our core values, vision, and code of conduct.

Essential Functions

• Assist in development of open enrollment kits and materials
• Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
• Compile data and assemble Requests for Proposal (RFP) for various lines of coverage.
• Evaluate RFP responses and create qualitative and quantitative assessments of each
• Implement new cases by following a case checklist which may involve familiarizing clients with their current benefit plans
• Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
• Review and correct SPDs, Wrap documents, and Certifications from carriers
• Have a full understanding of group medical and ancillary programs
• Prepare renewal and provided options after receiving work direction from Risk Advisor or Account Executive
• Work on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions
• Work with colleagues to manage workloads, build and maintain good vendor and client relationships
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

Requirements

Desired Qualifications

• Have active Life Health and Accident License
• Ability to understand and work through automation systems and workflows
• 2+ years of experience in employee benefits and insurance experience
• Proficient in Microsoft Office products
• Proficient with customer management systems and record keeping

Physical Requirements (specific to role)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.

• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time)
• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, mail, etc.
• Ability to read standard typed documents
• Ability to travel

The job description describes the general nature and level of work performed in this role. If is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Hours: Monday-Friday 8:00am-5:00pm CST core hours

This role is an exempt, full-time role.

Report to Employee Benefits Department Manager