Client Manager Employee Benefit Account Manager Jobs

Description

Join Our Team as an Employee Benefits Account Manager- Large Group and play a key role in delivering exceptional client benefit strategies from implementation through renewal. You'll collaborate with clients, carriers, and internal partners to drive seamless onboarding, manage renewals, and provide proactive service that reflects our signature "dinner table" experience. This role is perfect for a seasoned benefits professional who thrives on relationship-building, problem solving, and guiding clients through complex benefit decisions. If you're ready to lead strategy, elevate client service, and make a real impact, we'd love to meet you!

As an Employee Benefit Account Manager, you will:

• Manage and nurture relationships with large group clients, ensuring satisfaction and retention.
• Guide clients through the complexities of employee benefit plans, including fully insured and self-funded arrangements.
• Collaborate with internal teams to deliver process-driven results and streamlined solutions.
• Provide proactive, customer-focused support that exceeds expectations.
• A passion for client success and a knack for problem-solving.
• An eye for detail and a love for organization.
• Enthusiasm for teamwork and collaboration.
• A drive to innovate and improve, even if you're just starting out

Why Join Us?

• Impact: Be a vital part of a team that helps organizations create meaningful benefits solutions for their employees.
• Growth: Opportunities for professional development and career advancement.
• Culture: Work in an environment that values collaboration, innovation, and service excellence.

If you're ready to bring your expertise and passion to a team that values your dedication and talents, we'd love to hear from you!

Apply now and take the next step in your career as an Employee Benefit Account Manager.

Our Account Managers create long-term, trusting relationships with our clients. Their primary role is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executives and all cross-functional internal teams to improve the entire customer experience. They do all this while representing our agency in a manner consistent with our Core Values.

The Account Manager's essential functions include:

The Account Manager is responsible for the execution of the client benefit strategy. This includes new client implementations, carrier and benefit changes, problem resolution, and collaboration with internal and external service partners for delivery of Kapnick "dinner table" service.

Essential Duties:

Attend finalist/capabilities meeting if appropriate

Participate in new business internal and external onboarding meetings

Gain access to carrier websites as needed

Participate in call center training

Complete Account Manager portion of new business implementation checklist

Read carrier certificates of coverage and policies to develop deep understanding of client coverage.

Update benefit guides

Create Final Decisions Document

Optional: attend strategy meetings

Prepare client specific, carrier/TPA updates for meeting

Optional: attend Pre-renewal meeting

Attend renewal meeting

Prepare client specific, carrier/TPA updates for meeting

Take notes and prepare post-meeting summary for team and client

Accountable for completion of Renewal Decisions document, with assistance from AE, BA, Associate, and others

Final review of OE guide and presentation - send to AE for final sign off and then to client for approval.

Final review of annual notice guide and memo.

Review carrier contracts and updated service agreements - validate against marketing and renewal decisions

Coordinate carrier set up meetings and manage implementation timelines

Create carrier termination letters for client signature and insure timely delivery to contract standards

Establish Open Enrollment Dates and notify TPA services (if applicable)

Assist with execution of Benefits Administration strategy - external partner, act as an advocate for client. Kapnick solutions, work proactively with team to meet timelines for renewal updates and manage conflicts.

Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations

Determine content of OE kits, organize large print jobs, and assist as necessary

Follow eligibility updates/EDI/OE submission to carriers, processing, and assist with resolution of errors

Deliver final policies and contracts to clients

Prepare client specific, carrier/TPA updates for meeting

Attend post open enrollment and stewardship meeting

Take notes and prepare post-meeting summary for team and client

Ongoing Service

Coordinate service and resolution of issues with TPA Services

Resolve daily client questions and issues. 1 business day response time.

Proactively manage client expectations

Coordinate any mid-year employee engagement/communication activities, including, but not limited to - health & wellness and awareness campaigns (if not a Strive client), health fairs, carrier engagement meetings.

Project management of systemic issues (billing, eligibility, rate problems, claim issues, carrier issues, etc.). Follow up with client on late or misapplied premium payments.

Lead regularly scheduled client meetings

Monitor time without contact with client to insure regular touch points.

Develop strong client and carrier relationships

Participate in At-Risk Client meetings. If necessary, produce lost business emails and Lessons Learned meetings

Actively engage in Kapnick sponsored and self directed training opportunities

Participate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a whole

Save necessary documents/emails and log activities in EPIC

Provide proactive direction, oversight and mentoring to Associate Team Members

Requirements

To be considered for the Account Manager position, you should have:

Bachelor's Degree (four-year college or technical school)

Preferred minimum 3-5 years' experience in group benefits

Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems

Life & Health License: Required

Must be willing and able to travel as necessary and attend industry meetings if so instructed

What's in it for you?

• A team-based approach to client management
• Flexibility
• Full benefits package
• Paid holidays including your birthday!
• Competitive Salary
• Profit sharing (after a year of service)
• Bonus potential
• A caring workplace culture that has something for everyone