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Employee Benefits Account Manager

May 25, 2025May 25, 2025

Employee Benefits Account Manager

CompanyHUB
LocationColorado Springs, CO, USA, Denver, CO, USA
Salary$55000 – $65000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • 2-5 years of related experience working as an Account Manager or Account Representative in the employee benefits arena
  • High school diploma required, college degree preferred
  • Proficiency in MS Office
  • Excellent written and oral communication skills
  • Excellent organizational and prioritization skills
  • High attention to detail essential
  • Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Responsibilities

  • 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 compliance materials, including 5500s, wrap documents, and ACA reporting documents
  • Participate or assist in the new business process

Preferred Qualifications

  • Client presentation experience preferred


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyHUBMid LevelSales & Account ManagementSenior

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