drjobs Account Manager Employee Benefits Services

Account Manager Employee Benefits Services

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1 Vacancy
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Job Location drjobs

Calgary - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Location: Remote
Reports to: Lead Consultant

Overview


The Account Manager ensures smooth coordination between the client and consulting team by managing day-to-day communication reporting schedules service requests and benefit plan administration support.

Key Responsibilities


  • Manage and triage client queries regarding benefits administration documentation and complex claims
  • Schedule and coordinate all meetings reporting cycles and communications between clients and carriers
  • Maintain accurate documentation for plan changes negotiations and client history
  • Support preparation of renewal reports quarterly updates and carrier summaries
  • Assist in benefits communication rollout including employee-facing documents

Tool-Assisted Functions

  • Automate scheduling follow-ups and status reminders using Calendly Trello or Asana
  • Use HubSpot or Zoho CRM to manage ticketing interactions and reporting pipelines
  • Trigger reporting workflows from data tools like Castmagic Zapier or PDF generators

Qualifications


  • 3 years of client-facing experience in insurance consulting or employee benefits
  • Strong organizational and administrative skills
  • Tech-savvy and experienced with CRM and task management tools
  • Clear professional communication skills both verbal and written

Employment Type

Full Time

Company Industry

About Company

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