EMPLOYEE BENEFITS ACCOUNT MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 02, 2025 - The Employee Benefits Account Manager with a proven track record of servicing large EB accounts, demonstrating exceptional written and verbal communication skills. This role requires proficiency in Microsoft Office Suite, PowerPoint, Benefit Point, and Zywave products, with expertise in HR360 and NFP insurance software. This position possesses excellent organizational skills, high energy, and the ability to build strong relationships with both internal and external stakeholders while quickly adapting to new tools and skills.

Essential Hard and Soft Skills for a Standout Employee Benefits Account Manager Resume
  • Employee Benefits Administration
  • Benefits Compliance
  • Welfare Plans
  • Retirement Plans
  • Plan Design
  • Benefits Communication
  • Vendor Management
  • Data Analysis
  • Payroll Processing
  • Legal Knowledge
  • Communication
  • Problem-Solving
  • Negotiation
  • Customer Service
  • Attention to Detail
  • Time Management
  • Organizational Skills
  • Conflict Resolution
  • Adaptability
  • Empathy

Summary of Employee Benefits Account Manager Knowledge and Qualifications on Resume

1. BS in Human Resources Management with 5 years of Experience

  • Strong attention to detail, well-organized and responsive, 
  • Familiar with CSG suite of services and available solutions
  • Familiar with Insurance and healthcare-related products
  • Familiar with Regulatory and compliance-related matters (including healthcare reform) 
  • Ability to model financial implications from benefit programs, 
  • Comfortable in negotiating with insurance carriers, 
  • Ability to identify problems and create effective solutions, 
  • Proficient in Microsoft Excel, PowerPoint, Word and Publisher, 
  • Ability to work collaboratively with a team as well as independently, capable of meeting deadlines and delegating.  
  • Strong oral and written communication skills

2. BA in Business Administration with 6 years of Experience

  • Multi-client account management experience in employee benefits
  • Ability to build trust quickly and consistently with clients
  • Strong project management skills with the ability to multitask
  • Ability to comfortably provide and present recommendations to executives
  • Solutions-oriented team player who is accountable for results
  • Detail and process-oriented thinker
  • Excellent communication, organization, and interpersonal skills
  • Ability to understand client needs and deliver results under tight deadlines
  • Able to understand and analyze employee benefits lines insurance coverages, forms, and procedures.
  • Understanding of employee benefits lines including underwriting and coverages.

3. BS in Risk Management and Insurance with 5 years of Experience

  • Experience servicing large EB accounts
  • Exceptional written and verbal communication skills
  • Proficiency with Microsoft Office Suite and PowerPoint programs
  • Experience with Benefit Point
  • Excellent organizational skills and ability to prioritize
  • Proficient in a variety of computer software applications in word processing, spreadsheets, databases, and presentation software (MS Word, Excel, Outlook, PowerPoint). 
  • Proficient in Benefit Point, Zywave Products, such as HR360 and NFP, insurance software
  • Ability to establish relationships with internal and external stakeholders, 
  • Ability to quickly learn new skills
Relevant Information
Employee Benefits Specialist Skills, Experience, and Job Requirements
Employee Benefits Manager Skills, Experience, and Job Requirements