Summary

Our team is growing, and we are looking for an Account Manager for our voluntary benefits team.

In this role, you will

• Support Account Executive in servicing assigned book of benefits accounts
• Build and maintain client relationships
• Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
• Assist clients with resolution of claims, billing, and other day‑to‑day service issues
• Maintain electronic filing and required data in Benefit Point (agency management system)
• Attend and present in client meetings and open enrollment meetings as needed
• Prepare, print, and, in some cases, deliver communication material to clients
• Review contracts, plan documents, and plan summaries for accuracy
• Prepare benchmark reporting
• Assist team members with preparation of compli...