WHAT DOES AN EMPLOYEE BENEFITS ACCOUNT MANAGER DO?

Updated: Jun 02, 2025 - The Employee Benefits Account Manager ensures clients are supported through the implementation, renewal, and administration of employee benefits while maintaining compliance with HIPAA regulations. This role involves cultivating relationships with clients, vendors, carriers, and internal teams to facilitate smooth communication and successful benefits administration. This position provides expert consultation and promotes technology tools for effective ongoing administration.

A Review of Professional Skills and Functions for Employee Benefits Account Manager

1. Employee Benefits Account Manager Duties

  • Compliance: Ensure that all internal controls and procedures are followed.
  • Sales Development: Generate client interest in additional lines of coverage.
  • Mentorship: Provide guidance and direction to less experienced client service staff.
  • Invoice Management: Add relevant POs to invoices.
  • Order Management: Manage orders and reconciliations in line with customer requirements.
  • Relationship Building: Develop relationships with Partners/Clients.
  • Responsiveness: Handle ad-hoc requests from Partners, Clients, and Management.
  • Process Improvement: Participate in the development and streamlining of procedures.
  • Client Service: Provide outstanding client service to Employee Benefits clients.
  • Record Keeping: Maintain accurate records.
  • Presentation Skills: Organize and participate in client presentations, including employee enrollment meetings.
  • Project Leadership: Lead the process for plan enrollment, including employee communication, case submission, plan implementation, and follow-up to a successful conclusion.
  • Market Expertise: Serve as a resource to clients for current market conditions and ongoing benefit regulation changes.
  • Benefits Administration: Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution.
  • Issue Escalation: Escalate issues to the appropriate level.

2. Employee Benefits Account Manager Details

  • Client Management: Day-to-day management of a portfolio of clients.
  • Relationship Building: Developing and maintaining strong relationships with clients.
  • Market Analysis: Market reviews and rebroking exercises for both new and existing clients.
  • Client Lifecycle Management: Annual client lifecycle activities including scheme renewals, transfers, maturities, and death and disability claims.
  • Project Management: Managing specific client projects, including implementation of new benefits.
  • Supplier Coordination: Supporting relationships with external suppliers and providers.
  • Customer Service: Responding to all customer service requirements to agreed service levels, procedures, and guidelines – aiming to resolve all queries on a first-call resolution basis.
  • Product Knowledge: Providing relevant and accurate details to prospects and customers through an in-depth knowledge of the business and the services it provides.
  • Market Awareness: Continuously staying up to date on any developments and changes in the Irish Pension & Risk market to provide clients with relevant and accurate guidance.
  • Compliance: Consistently act in a compliant and secure manner in accordance with Eppione’s policies and procedures.

3. Employee Benefits Account Manager Responsibilities

  • Brand Representation: Represent the brand and company according to values and ethics.
  • Respect and Courtesy: Treat clients, coworkers, and business partners with respect and courtesy at all times.
  • Client Support: Support clients through implementation, renewal, and ongoing service of employee benefit enrollments and administration.
  • Compliance: Follow HIPAA Compliance regulations.
  • Data Management: Collecting, analyzing, and managing private and sensitive client information.
  • Technical Development: Continuous development of technical skills necessary to provide professional guidance and consultation to clients.
  • System Integration: Work with carriers and clients to facilitate communication between benefits administration systems, carriers, payroll vendors, and/or other HRIS systems.
  • Relationship Building: Establish and cultivate relationships with clients, vendors, carriers, and internal departments to ensure successful implementations, renewals, and ongoing administration.
  • Problem Solving: Research and resolve client issues, and share findings with team members and clients.
  • Technology Promotion: Explain and promote tools and technology for ongoing administration.
  • Sales Support: Participate in sales and service calls with Producers to introduce technology tools to clients.

4. Employee Benefits Account Manager Job Summary

  • Collaboration: Collaborate with account executives to ensure client receipt of all Work-Client Deliverables.
  • Customer Satisfaction: Works independently in providing day-to-day overall customer satisfaction and proactive service response.
  • Compliance Management: Responsible for managing and executing work product protocols including compliance requirements.
  • Industry Knowledge: Actively apply industry knowledge both internally (through Benchmarking analysis) and independently.
  • Teamwork: Active team player with a professional demeanor, supporting all of Client Management.
  • Client Servicing: Work independently for the day-to-day servicing of each client.
  • Funding Knowledge: General understanding of all funding arrangements (Fully Insured, Level-Funded, Self-Funded).
  • Financial Understanding: General understanding of client financials & client compliance requirements.
  • Project Management: Effectively and efficiently manages client-specific projects, in conjunction with Account Executive.
  • Claims Management: Support client and Account Specialist in claim & eligibility management.
  • Communication Development: Develop Client Communication materials for Open Enrollment as well as throughout the year.
  • Vendor Management: Effectively implement, manage and apply various client-support vendors, i.e., Compliance, FSA, HRA, HSA, or other outsourced vendors.
  • Client Retention: Overall support and accountability for client retention.
  • Data Accuracy: Responsible to update and maintain accuracy of agency management system.

5. Employee Benefits Account Manager Accountabilities

  • Client Servicing: Servicing, which includes employee meetings, claims/eligibility escalation, set up for agency management systems, and involved in benefits admin.
  • Technical Support: Provides technical support, understanding of current contracts and in-force coverages.
  • Client Meetings: Participates in direct meetings with clients and carrier representatives.
  • Plan Design: Designs insurance and risk management plans as directed by the Producer or Account Executive.
  • Risk Management: Makes recommendations and provides input/perspective on suggested risk management strategies.
  • Renewal Process: Guides clients through the renewal process, essential project managing the steps, which may include requesting renewal exposures, and submitting requests to carriers based on the renewal timetable.
  • Change Management: Processes change requests and other items.
  • Relationship Building: Assists in the development of strong business relationships with insurance company personnel & clients to enhance business relationships.
  • Team Collaboration: Meets directly with clients in conjunction with other team members.
  • Insurance Negotiation: Negotiate lines of insurance with carriers and sales to clients.
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