Employee Benefits Account Manager | Hybrid Growth & Retention

Propel Insurance, Inc.

New York (NY)

Híbrido

USD 90 000 - 110 000

Tempo integral

Há 3 dias
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Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision coverage
401(k)
Generous PTO

Resumo da oferta

Alera Group, based in New York, is seeking an Employee Benefits Account Manager to retain, grow, and manage a mid-market portfolio within the Client Service function. You will build strong client and carrier relationships and support EB initiatives in partnership with the Consultant, handling day-to-day HR interactions.

This role emphasizes client lifecycle execution, RFPs, compliance deliverables, and collaboration with Analysts.

Qualificações

  • 3+ years of experience in a client-facing account manager role
  • Active Life & Health License
  • Strong knowledge of employee benefits and insurance programs
  • Excellent communication, organization, and relationship-building skills
  • Proficiency in Microsoft Office applications

Responsabilidades

  • Resolve day-to-day service issues with clients/vendor partners and drive tactical execution of client lifecycle deliverables in support of the Consultant function (30%)
  • Contribute to execution of Client Lifecycle/Pathway process, providing proactive planning and ensuring all tasks/deliverables are completed on time (25%)
  • Prepare and manage the Request for Proposal (RFP) process with Analyst support (10%)
  • Contribute to client presentations in support of the Consultant function (5%)
  • Prepare and deliver Compliance deliverables to client HR function (5%)
  • Review contracts, plan documents, Summary Plan Descriptions and other governing documents for accuracy and ensuring all material is sent to client in a timely manner (5%)
  • Triage requests between internal and external parties for execution of client deliverables and/or projects (5%)
  • Perform quality review on work completed by other team members (5%)
  • Remain current on industry trends and information, competition new product development, legislation, coverages and technology (5%)
  • Serve as mentor to support the development of Analysts (5%)

Conhecimentos

Client-facing
Account management
Employee benefits knowledge
Communication
Organization
Relationship-building

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Alera Group, based in New York, is seeking an Employee Benefits Account Manager to retain, grow, and manage a mid-market portfolio within the Client Service function. You will build strong client and carrier relationships and support EB initiatives in partnership with the Consultant, handling day-to-day HR interactions.

This role emphasizes client lifecycle execution, RFPs, compliance deliverables, and collaboration with Analysts.

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