Position Details
Job Title:
Account Manager Department:
Benefits Division:
250-1000 Reports To:
Senior Consultant Contract:
Yes FLSA status:
Exempt Position Description
The Account Manager is responsible for providing heroic service and ensuring the needs and expectations of a book of business are met or exceeded. Along with the Senior Consultant, this position will execute the delivery of strategic health and welfare initiatives and is responsible for the management of all benefit programs brokered by Henderson Brothers. This position is often the day-to-day contact for the client and addresses questions, service needs, and vendor management interventions. At Henderson Brothers, our Employee Benefits division works in a team capacity. The Account Manager is a core member of every strategic account’s benefit team. Working with the Senior Consultant, Financial Consultant, and other specialty division team members, the Account Manager possesses an overarching knowledge of all moving components of each client account. This position supports a book of business of large employer accounts (250-1000 employees). Primary Responsibilities & Duties
Manage ongoing service needs of client accounts in a proactive and effective manner Create high quality and timely work products and client deliverables Co-develop and manage client strategic plans and initiatives, e.g., health and welfare planning, health management, data analytics, and voluntary programs Lead program and vendor implementations and on-going program management Develop accurate and concise communication materials Research and execute escalated client issues or questions Expand and maintain working knowledge of benefit plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs All other duties as assigned. Position-Specific Competencies
Problem Solving:
Possesses the ability to use logic and thought methodology to solve challenging problems and provide effective solutions. Ability to probe for answers and discover hidden issues and provide an objective answer or analysis. Effective Communication:
Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possesses the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed. Organization:
Ability to manage multiple tasks, meet deadlines, and maintain accurate records in a time-sensitive environment. Strategic Program Management:
Demonstrated ability to align cross-functional initiatives with organizational goals, optimize resources, and drive measurable impact across complex programs and projects. HBI Competencies
Integrity:
Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics. Heroic Service:
White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations. Teamwork:
Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group. Kindness:
Shows concern and consideration for others. Is generous with time, talent, and overall possesses a willingness to help. Qualifications
High School Diploma - Required; Bachelor’s Degree - Preferred Life, Accident, and Health License - Preferred
Must obtain, post hire, within 90 days.
5+ years of employee benefits account management, or human resources experience with an employee benefits focus. CEBS, GBA, PHR, or SHRM-CP/SCP Designation - Preferred Intermediate knowledge of employee health and welfare plans. Clear understanding of life, accident and health insurance policies and policy management. Experience or exposure to health management strategic planning. Base knowledge of health insurance underwriting and self-funded terminology and philosophies. Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel. Exposure to Epic or Applied Solutions is preferred. Work Environment
This position requires travel capabilities. A valid driver’s license is necessary to provide self-transportation to client meetings, events, and seminars. Local travel up to 30%. Potential to travel by air domestically. Must have the physical ability to lift 10-15 lbs. Transportation of presentation materials, computer, or personal items for travel. While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. EEO Statement
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
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Job Title:
Account Manager Department:
Benefits Division:
250-1000 Reports To:
Senior Consultant Contract:
Yes FLSA status:
Exempt Position Description
The Account Manager is responsible for providing heroic service and ensuring the needs and expectations of a book of business are met or exceeded. Along with the Senior Consultant, this position will execute the delivery of strategic health and welfare initiatives and is responsible for the management of all benefit programs brokered by Henderson Brothers. This position is often the day-to-day contact for the client and addresses questions, service needs, and vendor management interventions. At Henderson Brothers, our Employee Benefits division works in a team capacity. The Account Manager is a core member of every strategic account’s benefit team. Working with the Senior Consultant, Financial Consultant, and other specialty division team members, the Account Manager possesses an overarching knowledge of all moving components of each client account. This position supports a book of business of large employer accounts (250-1000 employees). Primary Responsibilities & Duties
Manage ongoing service needs of client accounts in a proactive and effective manner Create high quality and timely work products and client deliverables Co-develop and manage client strategic plans and initiatives, e.g., health and welfare planning, health management, data analytics, and voluntary programs Lead program and vendor implementations and on-going program management Develop accurate and concise communication materials Research and execute escalated client issues or questions Expand and maintain working knowledge of benefit plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs All other duties as assigned. Position-Specific Competencies
Problem Solving:
Possesses the ability to use logic and thought methodology to solve challenging problems and provide effective solutions. Ability to probe for answers and discover hidden issues and provide an objective answer or analysis. Effective Communication:
Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possesses the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed. Organization:
Ability to manage multiple tasks, meet deadlines, and maintain accurate records in a time-sensitive environment. Strategic Program Management:
Demonstrated ability to align cross-functional initiatives with organizational goals, optimize resources, and drive measurable impact across complex programs and projects. HBI Competencies
Integrity:
Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics. Heroic Service:
White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations. Teamwork:
Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group. Kindness:
Shows concern and consideration for others. Is generous with time, talent, and overall possesses a willingness to help. Qualifications
High School Diploma - Required; Bachelor’s Degree - Preferred Life, Accident, and Health License - Preferred
Must obtain, post hire, within 90 days.
5+ years of employee benefits account management, or human resources experience with an employee benefits focus. CEBS, GBA, PHR, or SHRM-CP/SCP Designation - Preferred Intermediate knowledge of employee health and welfare plans. Clear understanding of life, accident and health insurance policies and policy management. Experience or exposure to health management strategic planning. Base knowledge of health insurance underwriting and self-funded terminology and philosophies. Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel. Exposure to Epic or Applied Solutions is preferred. Work Environment
This position requires travel capabilities. A valid driver’s license is necessary to provide self-transportation to client meetings, events, and seminars. Local travel up to 30%. Potential to travel by air domestically. Must have the physical ability to lift 10-15 lbs. Transportation of presentation materials, computer, or personal items for travel. While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. EEO Statement
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
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