Mission

Our mission 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 

This is an outstanding opportunity to learn and grow within a well-established leader in the benefits industry.  Our ideal candidate will possess strong project management, time management, computer, communication, and organization skills.  This is a training position for benefits account management professionals.  Previous experience in human resources, benefits, or a related field is strongly preferred. 

The Employee Benefits Account Manager will support multiple clients in Frederick County, Washington County, DC Metro, and Northern Virginia areas. This position is responsible for providing consulting support to clients, including plan design and benefit strategy and acts as an integral part of the overall client management function. Focuses on effectively building, growing and maintaining client relationships while also managing multiple projects simultaneously.

Responsibilities:

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.
• Provide support to account managers, senior account managers, and strategic advisors on the TriBridge team. 

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.

Business Development

• Provide support to 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.
• Support and participate in marketing presentations to new prospects.
• In consultation with account manager, up-sell clients on various additional services offered through TriBridge as needed.

Team Support

• 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 Human Resources or related field. May substitute equivalent combination of education and experience.
• Years of Experience: 2+ years of experience in human resources or benefits industry.
• Proficiency Level Required with MS Office Products, particularly Excel: intermediate.
• Ability to obtain Life/Health License in Maryland.
• Related experience with explaining or administering health plans such as: medical, dental, life/AD&D, disability and vision.
• 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.

Travel Requirements:

Travel is required up to 30% of the time. Most travel is local by car. A company car is not provided and individual transportation is necessary.