Strategic Benefits Account Manager

Snellings Walters Insurance Agency; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Snellings Walters Insurance Agency is seeking a skilled Client Services/Account Manager to oversee a high-volume book of business within employee benefits. You will nurture client relationships, manage renewals, onboarding, and provide proactive support.

You will analyze utilization data, explain regulations, and ensure accurate plan documentation while coordinating enrollment meetings and implementations for new and existing clients.

Qualifications

• Excellent communication and presentation skills.
• Strong analytical skills.
• Problem-solving and critical thinking.
• Organizational and time management skills.
• Knowledge of employee benefits, regulations and industry trends.
• Client relationship management skills.
• Proficiency with Microsoft Office Suite.
• GA Life & Health License.
• 3–5 years EB client support/management.

Responsibilities

• Build and maintain strong client relationships and provide proactive support.
• Manage existing client accounts including renewals and onboarding.
• Develop and deliver communication materials and conduct enrollment meetings.
• Assist clients with understanding and complying with ERISA, COBRA, and HIPAA.
• Resolve client issues and inquiries in a timely manner.
• Manage the renewal process, review proposals, and prepare documentation.
• Analyze utilization reports, carrier reports, and claims data to identify trends.
• Review contracts, plan documents, and SPDs for accuracy and compliance.
• Assist with implementation of new clients or additional coverages.

Skills

Client relationships

Analytical skills

Problem solving

Organizational skills

Employee benefits knowledge

Microsoft Office

Communication skills

Presentation skills

Time management

Regulatory knowledge (ERISA, COBRA,HIP

Education

GA Life & Health License

3–5 years EB client support/management

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

This role requires management of a book of business; responsible for servicing, managing, retaining, and growing a high volume of accounts.

Responsibilities include, but are not limited to:

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
• Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
• Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
• Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
• Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
• Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
• Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
• Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
• Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.

Qualifications:

• Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
• Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
• Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
• Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
• Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
• Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
• Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
• GA Resident Life & Health License
• Minimum 3-5 years EB client support/management