An Employee Benefits Account Manager is responsible for generating the targeted revenue by selling the employee’s benefits programs to corporations. A well-written Employee Benefits Account Manager Resume indicates the following core duties – meeting managers from the employer’s team, handling inquiries, building lasting relationships, working on requests from employers, reviewing contracts, educating clients on policies, and benefits thereof, keeping updated on the stats on the clients, participating in marketing meetings; and following up for addition to existing subscriptions.
Summary of skills that highlight a resume includes the following – the ability to participate in scheduled team and office meetings; excellent communication skills, the ability to articulate technical information in lay terms and good listening skills; and experience in relevant software. An Employee Benefits Account Manager should have a degree and several years of experience in a business-to-business selling environment.
Summary : Extensive experience in Employee Benefits, includes 15 years of brokerage experience, prior to that was on the carrier side. Experienced includes comprehensive knowledge of policies and contracts, initiating constructive relationships with policyholders, general agents, supervising staff and office operations.
Assisted the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance.
Identified cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property & Casualty and Personal Lines.
Organized and prioritized workflows for assigned book of business, delegating tasks to other team members as needed.
Maintained life and health license and professional skills through continuing education sessions.
Insuranced agency or company experience specializing in employee benefits or a minimum of one-year equivalent combination of education and experience is preferred.
Experience
10+ Years
Level
Senior
Education
GED
Employee Benefits Account Manager Resume
Objective : Assisting the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance.
Skills : Word, Excellent Customer Service.
Description :
Collected census data from clients, sending out RFP's to carriers and following up, and collecting quotes from carriers.
Prepared proposals/materials for presentation to clients and prospects.
Assisted clients through the open enrollment process.
Prepared enrollment/order benefit material for clients.
Included responding to client inquiries, researching benefit issues, claim issues, etc.
Montage is also a licensed TPA, administering COBRA for clients.
Worked proactively to develop relationships with carrier and client contacts; may take an active role in meetings.
Experience
2-5 Years
Level
Executive
Education
MS
Employee Benefits Account Manager Resume
Objective : Dynamic and versatile Employee Benefits Account Manager professional with a keen ability to manage multiple tasks in a fast-paced environment, while maintaining an emphasis on the highest quality of consumer service. Posesses excellent listening and oral and written communication skills and exhibits exceptional problem-solving and negotiating abilities; comfortable interacting with all levels of the organization and public with an ability to make decisions independently and quickly.
Skills : Microsoft Office, Multitasking, Managing Skills.
Description :
Responsible for generating targeted revenue through selling employee benefits programs to corporations.
Recognized for in-depth knowledge of health, dental, 401k and ancillary products.
Demonstrated superior professional and interpersonal skills in managing claim and eligibility issues within the 90th percentile.
Praised for outstanding ability to negotiate maximum benefits at least cost between 5-15% savings.
Developed detailed spreadsheets and proposals showing benefits and costs of as many as 5 carriers.
Facilitated a seamless transitions of benefits to new clients by delivering training, fielding inquiries, and accurately processing enrollment forms.
Performed user testing as part of a customer relationship management (CRM) system conversion, which enhanced automation and streamlined administrative processes.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Employee Benefits Account Manager Resume
Objective : Results-oriented, flexible; Excellent time management skills with the ability to set priorities and work independently; Identify and pursue needed knowledge and skills to remain competitive, relevant, and effective; ICD-9, ICD-10, CPT Coding; Medical Terminology; Health Record Data Entry.
Skills : Strong customer service focus; Creative business strategizing.
Description :
Partnered with account executives to manage post-sales client service and account administration.
Retained business through exemplary relationship management and customer service.
Managed a portfolio of 300 clients; fielded benefits inquiries, expedited claims resolution, and resolved billing issues.
Processed additions, terminations, and changes in coverage.
Maintained collaborative relationships with 20 major medical, dental, vision, life, long term disability, and 401k vendors.
Developed annual renewal presentations.
Promoted vendor discount and wellness programs to clients, including, online tools, classes, and holistic modality options, such as acupuncture, chiropractor, and massage therapy coverage.
Orchestrated onsite wellness events in collaboration with clients and vendors to educate employees on proper nutrition and the importance of annual dental exams and physicals.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Arts
Employee Benefits Account Manager Resume
Objective : Seeking to build on my present employee benefit skills by growing in knowledge and skill set while continuing towards my CEBS designation. Pursuing a position in a team setting that will involve relationship building, a diversity of challenges, and potential for further growth and opportunity.
Skills : MS Office, Multitasking, Accountant.
Description :
Handled all employee benefit questions in reference to Health &Welfare benefits.
Conducted new hire orientations bi-weekly.
Educated senior leaders on implications of regulations from the Affordable Care Act, specifically the Cadillac Tax and 1095 reporting.
Oversaw Open Enrollment.
Oversaw compliance with 5500 reporting.
Processed all COBRA paperwork for reduced hours and terminated employees Skills Used Relationship building.
Established processes and standards for reviewing client proposals to ensure accuracy of information being presented.
Experience
2-5 Years
Level
Executive
Education
MS
Employee Benefits Account Manager Resume
Objective : To obtain an Employee Benefits Account Manager position that can not only optimize my strong customer service, strategizing, and problem-solving skills, but also revive them as I grow my company's book of business as well as my career.
Managed major group medical, life, dental, vision, long-term disability, and short-term disability products for a large, prominent insurance and financial management firm.
Prepared presentations for agents to illustrate to clients current and renewal insurance rates along with carrier quote alternatives.
Serviced all major group accounts for HIPPA and Health Care Reform compliance.
Worked directly with major clientele for all insurance issues that require customer service support.
Account weekly project progress to a very busy agency.
Managed customer database for extreme accuracy and communication of clientele activity.
Advanced liaison between major health insurance representatives and business clientele.
Experience
2-5 Years
Level
Executive
Education
Masters In Public Accounting
Employee Benefits Account Manager Resume
Summary : Highly organized and focused Account Manager with 8 years experience in the health and banking industries. A can-do attitude and proven record of accomplishments, project management, and team skills. Enthusiastic, conscientious, and the company-focused individual who can execute tasks effectively while bringing camaraderie and an intuitive ability to identify inefficiency and streamline business processes.
Skills : Insurance, Project Management, Microsoft Office, ITIL, Salesforce.
Description :
Managed open enrollment, renewal process, plan changes, employee and employer conversations.
Implemented new business and existing renewal plan changes with carriers.
Consulted employers with regard to problems, and communicated due dates, timelines, and expectations to clients and partners.
Planned and facilitated meetings with external clients.
Reviewed benefit summaries, proposed and final rates, contracts, and bills.
Acted as an advocate for clients resolving claim issues, billing, contract concerns, and other issues that may arise with the insurance carrier, boosting client satisfaction rates for the company.
Prepared applications, PowerPoint presentations, spreadsheets, and other written correspondence.
Experience
7-10 Years
Level
Executive
Education
GED
Employee Benefits Account Manager Resume
Objective : Extensive experience and education in account management, renewals, and sales of the full array of insurance products for clients in 30 states with 2-5,000 employees. Team player with exceptional organizational, communication, and people skills. Quick thinking multi-tasker that cares and goes the extra mile. Keeping abreast of insurance laws and regs including Health Care Reform. Excellent written and oral communication skills.
Skills : International Insurance, Multitasking.
Description :
Built and maintained key client and carrier relationships by phone, e-mail as well as in person.
Assisted clients with compliance (ACA, HIPAA, FMLA, COBRA).
Presented the renewal as well as assist in Open Enrollment meetings, including additional lines of coverage.
Created & maintained client listings, databases, and paper files, and prepare marketing information.
Provided a high level of customer service to all clients and inquires (less than 24-hour turnaround).
Assisted clients with online benefits enrollment portal, including training.
Reviewed agreements and /or documents such as employee booklets, carrier contracts, etc.
Experience
2-5 Years
Level
Junior
Education
B.B.A. In Insurance & Actuarial Science
Employee Benefits Account Manager Resume
Objective : Identifying cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property Casualty and Personal Lines.
Skills : Designing Skills, Communication Skills, Developing Skills.
Description :
Responsible for the day-to-day administration of health and welfare plans, including medical, dental, vision, prescription, life, STD, LTD, and, retirement benefits to over 5,000 active employees.
Served as liaison with benefits vendors on various issues and analyzed and evaluate vendor performance.
Managed and audited timely payment of premiums and invoices for 26 local governments and municipalities' group benefit accounts.
Designed and implemented benefit communication including periodic benefit updates, Summary Plan Descriptions, and enrollment materials.
Supported and Maintained the Human Resource Management System (HRMS).
Developed Request for Proposal (RFP's) for group policies.
Researched, resolved, and responded to all complex benefit related issues in a timely and accurate manner.
Experience
2-5 Years
Level
Junior
Education
Certificate In SHRM
Employee Benefits Account Manager Resume
Objective : A dedicated representative with a strong work ethic and the ability to build lasting professional relationships. Expertise in group health insurance, employee benefits, and customer service. Effective communication with clients and multiple carriers. Exceptional organizational and planning skills; adaptable; welcome new challenges.
Skills : Proficient In Microsoft Word, Accounting.
Description :
Responsible for the marketing and servicing of assigned accounts and to provide prompt, accurate, and courteous service to insureds, clients, and producers.
Managed and marketed current and new accounts for clients with middle-market to large group benefit plans.
Worked with producers in order to enhance client development, service, and sales.
Acted as Benefits Consultant and resource for the client regarding group medical, dental, life, and disability lines.
Performed support services for clients as needed including billing, enrollment, and claims issues.
Consulted with producers and carriers to ensure appropriateness and competitiveness of products at renewal and prepared cost comparisons.
Acted as liaison between client and insurance carriers to ensure seamless implementation processes.
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