Employee Benefits Account Manager
Summary
| Title: | Employee Benefits Account Manager |
|---|---|
| Company: | TriBridge Partners |
| Location: | Bethesda, MD |
Description
Benefits Account Manager
MISSION
The mission of TriBridge Partners is to partner with our clients and connect them with solutions. What we do is build bridges. We help protect the assets of our three types of clients, namely individuals, employers, and business owners, by bridging the exposure gaps to create continuity through the expertise of our associates in combination with our strategies and our solutions. We build bridges between generations with our financial planning strategies. We build bridges into the senior phase of life with our senior strategies. We build bridges between employment and retirement with our retirement programs. We build bridges between the today and the tomorrow.
POSITION SUMMARY
The Account Manager serves as a Health & Group Benefits Account Manager for multiple clients in Frederick County, Washington County, DC Metro and Northern VA areas. Focuses on developing and growing the Health & Group Benefits practice by effectively building, growing and maintaining client relationships. Provides consulting support to clients, including plan design and benefit strategy and acts as an integral part of the overall client management function.
The Account Manager serves as a Health & Group Benefits Account Manager for multiple clients in Frederick County, Washington County, DC Metro and Northern VA areas. Focuses on developing and growing the Health & Group Benefits practice by effectively building, growing and maintaining client relationships. Provides consulting support to clients, including plan design and benefit strategy and acts as an integral part of the overall client management function.
RESPONSIBILITIES
Health & Group Benefits Support
- Provide health & group benefits consulting to multiple clients with multiple types of plans.
- Develop and maintain a solid understanding of all products and services offered.
- Provide guidance and recommendations regarding best practices in the health & group benefits industry.
- Research and gather information about various health plans for client renewals and as needed.
Client Support
- Serve as the point of contact for multiple Health & Group Benefits clients.
- Maintain ongoing, regular communication and manage client relationships for select Health & Group Benefits clients.
- Provide consulting support to clients, including plan design and benefit strategy.
- Escalate and resolve client issues.
- Prepare renewals for multiple clients’ open enrollments simultaneously.
- Conduct business presentations for clients.
- Retain current client business each year.
Business Development
- Manage the marketing and vendor search process for all lines of coverage to include, but not limited to, medical (TPA, ASO and insured), dental, life/AD&D, disability, and vision plans.
- Participate in marketing presentations to new prospects.
- Upsell clients on various additional services offered through TriBridge as needed.
Team Support
MINIMUM QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITIES
PHYSICAL REQUIREMENTS
This job operates in a professional office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel is required, up to 40% of the time. Most travel is local by car. A company car is not provided and individual transportation is necessary.
DISCLAIMER
This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.
- Establish and maintain strong working relationships with appropriate carrier/vendor partners, as well as TriBridge Partners’ brokers, business development staff, and other Strategic Advisors.
- Coordinate and collaborate with others to ensure plans and solutions meet client needs and expectations.
- Build, confirm and prioritize project plans and client deliverables with other team members.
- Work independently in a collaborative team environment.
- Work in a team with other clients, carriers or vendors.
- Attend required trainings.
MINIMUM QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITIES
- Degree Requirement: Bachelor's Degree in Business Administration or related field. May substitute equivalent combination of education and experience.
- Years of Experience: 5+ years in the health & group benefits industry.
- Proficiency Level Required with MS Office Products, particularly Excel: intermediate.
- Active Life/Health License in Maryland.
- Current and relevant knowledge of legislation, market trends and issues affecting the Health & Welfare market.
- Solid understanding of the marketing / vendor search process and the ability to manage the total process.
- Experience with administering health plans such as: medical, dental, life/AD&D, disability and vision.
- Knowledge of self-insurance and reinsurance coverage concepts preferred.
- Thorough understanding of various benefits administration technology alternatives.
- Strong communication skills written and verbally with an ability to present and manage presentations covering complex topics.
- Effective time management skills and ability to multi-task, prioritize and organize complex projects and balance long term goals.
- Demonstrated analytical and problem solving skills.
- Function effectively in a time-sensitive environment while meeting multiple deadlines.
PHYSICAL REQUIREMENTS
This job operates in a professional office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Flexibility related to work hours as project demands arise.
- Occasionally required to move 5 – 40 pounds.
- Must be able to remain in a stationary computer position for extended periods of time.
- Must be able to use hands and fingers to type.
- Must be able to reach with hands and arms for using a computer.
Travel is required, up to 40% of the time. Most travel is local by car. A company car is not provided and individual transportation is necessary.
DISCLAIMER
This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.
This opening is closed and is no longer accepting applications
