Account Manager Health and Employee Benefits

To support continued growth and deliver exceptional service to our clients our Health & Employee Benefits (HEB) team is looking for an Account Manager.

Account Managers play a key part in managing and strengthening client relationships across the full benefits lifecycle - from onboarding and renewals to open enrollment compliance support and ongoing guidance. Responsibilities include coordinating benefit marketing and renewals leading client meetings managing carrier and partner relationships supporting open enrollment strategy and execution maintaining accurate records and compliance documentation and identifying coverage gaps and cross-selling opportunities.

This role collaborates closely with Advisors Client Service carriers TPAs and internal leadership to ensure clients receive proactive organized and high-quality support year-round while staying current on industry regulatory and carrier updates.

Key Requirements

• Minimum 2 years Health & Welfare account management experience in MD/DC/VA
• Bachelors degree from a four-year college or university or industry experience
• Active Life/Health License or ability to get licensed within first 90 days of employment
• Current and relevant knowledge of legislation market trends and issues affecting the Health & Welfare market
• Thorough understanding of the marketing/vendor search process and the ability to manage the total process
• Thorough understanding of medical dental life/AD&D disability vision etc. coverage
• Understanding of the self-insurance and reinsurance coverage concepts preferred
• Understanding of various benefits administration technology alternatives
• Strong communication skills (written and verbal) with an ability to present and manage presentations covering complex topics
• Effective time management skills that allow the candidate to effectively multi-task as well as prioritize and organize complex projects and balance long term goals
• Ability to work in a fast-paced environment
• Proficiency in appropriate software including but not limited to Microsoft Office (Word Excel and Outlook PowerPoint Teams) and Adobe Acrobat

Please see job description for further details.

Required Experience:

Manager