Senior Associate Account Manager: Health Benefits & Client Success

Benecon; Lititz (Lancaster County); On-site; USD 65,000 - 95,000; Full time

Job summary

Benecon in the United States is seeking a Senior Associate Account Manager to support an Account Manager in daily administration of employer groups, interacting with clients, brokers, vendors, and carriers to relay information and resolve issues promptly.

The role includes preparing client reports, invoices and enrollment materials, and coordinating meetings and trainings. Travel may be required; strong MS Office skills and health benefits knowledge are essential.

Qualifications

• Bachelor’s degree in Business, Public Administration, or a related field.
• Current, valid Pennsylvania resident insurance producer licenses to sell Accident & Health and Life & Fixed Annuities.
• A minimum of 6 years’ experience in the health insurance field with employee benefits experience; self-insured environment and/or workers’ compensation preferred.

Responsibilities

• Creates client specific collateral materials (reports, newsletters, presentations, summaries, etc.) when requested in order to provide clients with value-added services.
• Coordinates the logistics of, communicates, attends, and/or record minutes of various events (e.g. meetings, training sessions, etc.). This includes using virtual meeting platforms to both schedule and facilitate meetings.
• Assists with preparing and developing presentations, delivers and/or attends external meetings (e.g. employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
• Receive, review, gather necessary information, and complete Stop Loss claim forms ensuring all eligibility requirements are met.
• Assist in preparing claims data, performance, and other reports for each individual clients.
• Prepare and issue invoices, certificates of coverage, audit statements, and renewal statements.
• Create and update detailed Excel spreadsheets.
• May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits.
• May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits.
• May shop fully insured health and ancillary products.

Skills

Customer service

Time management

Organizational skills

Communication skills

Problem solving

Attention to detail

Education

Bachelor’s degree in Business, Public Administration, or related field

Tools

MS Office

Excel

Job description

Benecon in the United States is seeking a Senior Associate Account Manager to support an Account Manager in daily administration of employer groups, interacting with clients, brokers, vendors, and carriers to relay information and resolve issues promptly.

The role includes preparing client reports, invoices and enrollment materials, and coordinating meetings and trainings. Travel may be required; strong MS Office skills and health benefits knowledge are essential.