Position Details
Job Title: Account Manager
Department: Benefits
Division: 2-50
Reports To: Senior Consultant
Contract: Yes
FLSA status: Exempt
Position Description
The Account Manager is responsible for providing heroic service and ensuring the needs and expectations of a book of business are met or exceeded. Along with the Senior Consultant, this position will execute the delivery of strategic health and welfare initiatives and is responsible for the management of all benefit programs brokered by Henderson Brothers. This position if often the day-to-day contact for the client and addresses questions, service needs, and vendor management interventions.
At Henderson Brothers, our Employee Benefits division works in a team capacity. The Account Manager is a core member of every strategic account’s benefit team. Working with the Senior Consultant, Financial Consultant, and other specialty division team members, the Account Manager possesses an overarching knowledge of all moving components of each client account.
This position supports a book of business of small employer accounts (2-50 employees.)
Primary Responsibilities & Duties
Manage ongoing service needs of client accounts in a proactive and effect manner
Create high quality and timely work products and client deliverables
Co-develop and manage client strategic plans and initiatives. i.e. health and welfare planning, health management, data analytics, and voluntary program
Lead program and vendor implementations and on-going program management
Develop accurate and concise communication materials
Research and execute escalated client issues or questions
Expand and maintain working knowledge of benefit plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs
All other duties as assigned.
Position-Specific Competencies
Problem Solving : Possesses the ability to use logic and thought methodology to solve challenging problems and provide effective solutions. Ability to probe for answers and discover hidden issue and provide an objective answer or analysis.
Effective Communication: Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possesses the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed.
Organization: Ability to manage multiple tasks, meet deadlines, and maintain accurate records in a time-sensitive environment.
Priority Setting: Focuses time on what is important and can quickly divert attention to critical needs. Possesses the ability to sense what will help or hinder accomplishing goals. Can create a focus to complete objectives.
HBI Competencies
Integrity : Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics.
Heroic Service : White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.
Teamwork : Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group.
Kindness: Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.
Qualifications
High School Diploma-Required, Bachelor’s Degree- Preferred
Life, Accident, and Health License-Preferred
Must obtain, post hire, within 90 days.
At least 1 year of employee benefits account management, or human resources experience with an employee benefits focus.
CEBS, GBA, PHR, or SHRM-CP/SCP Designation-Preferred
Intermediate knowledge of employee health and welfare plans.
Clear understanding of life, accident and health insurance policies and policy management.
Experience or exposure to health management strategic planning.
Base knowledge of health insurance underwriting and self-funded terminology and…