Employee Benefits Account Manager

Job Locations US-TN-Memphis
Job ID
Account Manager - Employer Benefits
Regular Full-Time



General Description:

An ideal Account Manager candidate will have solid problem-solving skills, the ability to be adaptable to changing priorities and deadlines, and be able to work effectively in a team environment and across all organizational levels.

  • Responsible for account management of the largest and most complex group benefit accounts.
  • Will work with self-funded medical programs and stop loss arrangements.
  • Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects.
  • Develops, executes and monitors comprehensive customer service plans that reflect the customer's business and risk management goals.

Skills Required:

  • 3+ years of insurance experience
  • Proactive, customer service focus
  • Experience with fully-insured, self-funded and alternate funded health programs
  • Knowledge of the full range of Group Employee Benefit products – medical, dental, vision, life, disability, etc.; including applicable carrier networks, carrier administrative guidelines, and compliance requirements
  • Good verbal, written, and interpersonal communication skills
  • Proficiency in Microsoft Word, Excel and Power Point


Daily Responsibilities:

  • Serve as day-to-day contact for all clients, both internal and external.
  • Assist with client issues, including but not limited to: billing, enrollment, member claims 
  • Make Account Executive and/or Producer aware of any escalated issues.
  • Prepare data for all RFPs and manage the marketing process for clients. 
  • Assist in preparation of renewal and new business proposals.
  • Assist in completion of sold case paperwork and implementation of clients with new carriers.
  • Prepare open enrollment materials and assist client with employee meetings as needed.
  • Work with the Director of Compliance and Director of Communications on client initiatives.
  • Maintain client data in Benefit Admin System.  
  • Review all policy documents for accuracy within 30 days of receipt.


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