[Hiring] Account Manager @Allied Benefit Systems

Role Description

The Account Manager owns an assigned portfolio of employer clients with self-funded group medical plans, serving as a daily resource for employer and broker contacts. This role supports client satisfaction and retention by combining practical self-funded plan knowledge with clear communication, organized account management and dependable follow-through. The Account Manager connects clients, brokers, Client Executives and Allied teams to coordinate service, explain plan information and keep client priorities moving toward resolution.

Essential Functions

• Account ownership and service
  • Own day-to-day service for assigned accounts, prioritize competing client needs and deadlines, and provide timely, responsive follow-up to employer and broker contacts.
  • Coordinate escalated employee and service issues across Allied teams through resolution, handle concerns calmly and professionally, and close the loop with employer and broker contacts.
  • Serve as the liaison among employers, brokers, Client Executives and Allied departments so requests, commitments and next steps are clearly understood.
• Client meetings and plan stewardship
  • Lead virtual and onsite client, benefits and open-enrollment meetings and employee presentations, explain complex plan concepts clearly, answer audience questions and provide employer-portal training.
  • Conduct quarterly client meetings to review plan performance, strengthen relationships, assess satisfaction and support client retention.
  • Coordinate benefit-plan design changes, financial information and vendor-partner changes with the appropriate Allied teams and keep clients informed of progress.
  • Facilitate renewals, including claims-related coordination, updated plan documents and open-enrollment project management, with the internal specialists responsible for each area.
  • Share relevant industry and legislative developments and Affordable Care Act (ACA) compliance information, coordinating with appropriate internal resources rather than providing legal advice.
• Reporting and continuous improvement
  • Prepare and analyze standard and ad hoc reports for clients, brokers and Client Executives, and review executive-summary reports with clients to explain results and next steps.
  • Identify and troubleshoot cross-functional service issues, partnering with internal departments to improve processes and the client experience.
  • Recognize opportunities to cross-sell Allied solutions and engage appropriate internal stakeholders to support client needs.
  • Perform other duties as assigned.

Qualifications

• BA/BS or equivalent work experience required.
• At least three years of account-management experience.
• Demonstrated practical experience supporting self-funded employer medical plans and strong working knowledge of employee medical benefits, including plan design, specific deductibles and aggregate stop-loss coverage.
• Clear written and verbal communication, including the ability to explain complex plan concepts in understandable language and produce professional client communications.
• Public-speaking and meeting-facilitation skills, including the ability to lead virtual and onsite client, benefits and open-enrollment meetings and respond to audience questions.
• Ability to organize and prioritize competing client needs and deadlines, provide timely follow-up and handle escalations calmly and professionally.
• Intermediate proficiency in Microsoft Office, including Word, Excel, Access and PowerPoint.

Requirements

• Life and Health Insurance Producers license preferred.

Physical Demands

This is a standard desk role requiring extended sitting and computer work.

Work Environment

Remote

Benefits

• Competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance.
• Generous Paid Time Off.
• Tuition Reimbursement.
• EAP.
• Technology Stipend.