Self Funded Employee Benefits Senior Account Manager

Senior Account Manager

Seeking a highly skilled and experienced Senior Account Manager to join a dynamic Client Management this pivotal role Act as a trusted advisor to clients providing strategic guidance on benefits planning cost containment and plan optimization. Responsible for managing a portfolio of 10-20 clients ranging from 50 to 5000 lives ensuring exceptional service delivery and fostering long-term client relationships.

• Competitive Base Salary: Reflective of experience and expertise.
• Bonus and Commission Opportunities: Tied to growth and performance.
• Comprehensive Benefits Package: Including health dental and vision coverage with competitive contribution.
• Flexible Work Arrangements: Office hybrid and remote options available for the right candidate.

• Build and maintain strong client relationships serving as the primary point of contact for benefits strategy and execution.
• Oversee operational tasks such as enrollment eligibility billing coordination claims assistance appeals filing financial analysis and contract review.
• Collaborate with Benefits Consultants to lead renewal strategy discussions and provide tailored recommendations to clients.
• Develop and manage Requests for Proposal (RFPs) analyze quotes and present financial analyses to clients.
• Educate clients on compliance topics including ERISA COBRA FMLA 5500s and Health Care Reform ensuring adherence to regulatory requirements.
• Monitor and update client tasks and compliance timelines to ensure seamless service delivery.
• Analyze claims and utilization trends providing actionable insights and recommendations to clients.
• Act as a liaison between clients and vendors ensuring smooth coordination and resolution of issues.
• Participate in training sessions to stay updated on industry trends products and best practices.
• Maintain accuracy in client deliverables internal system updates and documentation processes.
• Perform other duties as assigned to support the team and clients.

• Licensing: Current life accident and health license required.
• Experience: Minimum of 10 years in employee benefits with demonstrated ownership of client relationships.
• Technical Expertise: Proficient in modeling contribution strategies plan design impact and complex financial analysis for self-funded and alternative-funded programs.
• Software Skills: Strong proficiency in Microsoft Excel PowerPoint and other Office products. Experience with BrokerageBuilder HRIS and benefits administration platforms (e.g. Employee Navigator ADP Paychex Rippling B-Swift PlanSource UKG) is preferred.
• Regulatory Knowledge: Familiarity with key market and regulatory requirements in CT NY and NJ.
• Soft Skills: Excellent organizational written and verbal communication skills. Ability to multitask meet deadlines and work both independently and collaboratively. Strong attention to detail and a commitment to quality.
• Industry Knowledge: Expertise in all plan funding mechanisms with a focus on self-funding. PEO knowledge is a plus.

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