Senior Associate Account Manager (Hybrid)

PLEASE NOTE THIS ROLE WILL BE ON-SITE FOR TRAINING BEFORE TRANSITIONING TO A HYBRID WORK ARRANGEMENT

JOB SUMMARY: This position assists an Account Manager with the day-to-day administration of Public and Private Sector employer groups and requires daily interaction with clients and/or brokers, vendors, and carrier representatives to elicit and relay information and resolve client issues in a timely, efficient and professional manner. The Senior Associate Account Manager is expected to perform all essential duties and responsibilities with proficiency and exceed the output of an Associate Account Manager.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Creates client specific collateral materials (reports, newsletters, presentations, summaries, etc.) when requested in order to provide clients with value-added services.
2. Coordinates the logistics of, communicates, attends, and/or record minutes of various events (e.g. meetings, training sessions, etc.). This includes using virtual meeting platforms to both schedule and facilitate meetings.
3. Assists with preparing and developing presentations, delivers and/or attends external meetings (e.g. employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
4. Receive, review, gather necessary information, and complete Stop Loss claim forms ensuring all eligibility requirements are met.
5. Assist in preparing claims data, performance, and other reports for each individual clients.
6. Prepare and issue invoices, certificates of coverage, audit statements, and renewal statements.
7. Create and update detailed Excel spreadsheets.
8. May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits.
9. May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits.
10. May shop fully insured health and ancillary products.

These duties and responsibilities are intended to describe the general nature and level of work

involved for this job. This is not an exhaustive list of all duties or responsibilities.