Employee Benefits Account Manager

🔥 13 hours ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $70k - $90k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

👻 Ghost score 0%

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Corporate Synergies

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

💰 Private Equity Round on 2010-09

Consulting • Healthcare • Insurance

Corporate Synergies is a national insurance and employee benefits brokerage and consultancy. We deliver strategies that control costs, relieve administrative burdens, and mitigate risk. Our benefits and insurance experts develop a deeper understanding through established listening posts in all areas of our competencies, fueling our ability to better execute. We have won numerous awards and are recognized for our level of service and innovative programs.

📋 Description

• Manage client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business • Work on increasingly complex client-related deliverables • Complete training and professional development in strategic account planning, communication, and project management • Identify an area of focus or subject-matter expertise • Maintain current client files and internal systems according to company protocols • Execute onboarding, ongoing support, and renewal service deliverables across all coverage lines and products • Support development of client goals, objectives, and multi-year strategic plans • Define annual service delivery calendars • Prepare client deliverables using team expertise, tools, and established standards • Communicate and present findings, analysis, and recommendations in meetings, calls, and emails • Prepare standard and ad hoc reports and client projects • Develop and maintain client and vendor relationships • Review employee education and communication materials during periods such as open enrollment • Research, respond to, and resolve client inquiries and service issues • Maintain BenefitPoint, Oracle, and client files according to data standards • Manage client stakeholder contact information for satisfaction and thought leadership purposes • Create and manage internal account plans with the Team Lead and Producer • Interact with carriers and vendors on behalf of clients and the team • Identify and leverage resources for upsell opportunities • Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue • Develop new and creative benefit solutions with guidance

🎯 Requirements

• 1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role • State-specific resident Life & Health License is required • Bachelor’s Degree preferred • Strong attention to detail, organization, and responsiveness • Ability to model financial implications from benefit programs • Comfortable negotiating with insurance carriers • Proficiency in Microsoft Office, including Excel, PowerPoint, and Word • Ability to identify problems and create effective solutions • Ability to quickly learn new skills • Ability to work collaboratively and independently, meet deadlines, and delegate when necessary • Ability to establish relationships with internal and external stakeholders • Strong oral and written communication skills • Ability to multitask and remain composed under pressure • Basic understanding of general business and financial concepts • Ability to create, organize, and manage a project plan • Basic understanding of strategy and long-term planning

🏖️ Benefits

• Medical, vision, and dental benefits • 401(k) with company match • Company-paid life insurance • Short-term disability (STD) • Long-term disability (LTD) • PTO starting at 18 days per year • 10 paid holidays • 2 floating holidays