Overview
Position Summary
The Account Manager has full command of an assigned book of Allied clients. The position involves management of group health plans which are self-funded. The Account Manager will serve as the day-to-day resource for clients and brokers, will prepare and submit reporting for key accounts, implement plan changes, perform client presentations, and review plan performance. Communicating compliance requirements and evaluating benefit plans is essential. The position is responsible for the overall client satisfaction of the account.
Essential Functions
Act as the liaison between the employer and broker, Client Executive, and various Allied departments involved in administering self-funded group health plans
Provide communication regarding industry and legislative updates and ACA compliance
Manage and resolve escalated employee issues
Conduct quarterly meetings to review plan performance, build client relationships, and ensure overall satisfaction leading to client retention
Communicate changes internally regarding benefit plan design, financial information, and vendor partner changes
Prepare and host employee presentations, employer portal training, and executive summary report reviews
Troubleshoot, identify, and improve internal processes with various Allied departments
Produce and analyze ad hoc reporting when requested from a client, broker, or Client Executive
Help facilitate the renewal of existing cases by managing claims, producing updated plan documents, and project managing open enrollment for current employer groups
Cross sell various Allied solutions to existing clients
Education
BA/BS or equivalent work experience required
Experience And Skills
At least three years’ experience in an account management role required
Excellent working knowledge of employee medical benefit plans required
Experience with group health insurance and self-funded health plans preferred
Excellent written and verbal communication skills
Intermediate level work experience with Microsoft Office, Word, Excel, Access, and PowerPoint software applications
Public speaking and an ability to present benefits and compliance
Organized
COMPETENCIES
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
Certificates & Licenses
Life and Health Insurance Producers license preferred
PHYSICAL DEMANDS
Office functions, sitting for extending periods of time
Occasional business travel required
WORK ENVIRONMENT
Remote
Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.
Allied reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
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Essential Functions
Act as the liaison between the employer and broker, Client Executive, and various Allied departments involved in administering self-funded group health plans
Provide communication regarding industry and legislative updates and ACA compliance
Manage and resolve escalated employee issues
Conduct quarterly meetings to review plan performance, build client relationships, and ensure overall satisfaction leading to client retention
Communicate changes internally regarding benefit plan design, financial information, and vendor partner changes
Prepare and host employee presentations, employer portal training, and executive summary report reviews
Troubleshoot, identify, and improve internal processes with various Allied departments
Produce and analyze ad hoc reporting when requested from a client, broker, or Client Executive
Help facilitate the renewal of existing cases by managing claims, producing updated plan documents, and project managing open enrollment for current employer groups
Cross sell various Allied solutions to existing clients
Education
BA/BS or equivalent work experience required
Experience And Skills
At least three years’ experience in an account management role required
Excellent working knowledge of employee medical benefit plans required
Experience with group health insurance and self-funded health plans preferred
Excellent written and verbal communication skills
Intermediate level work experience with Microsoft Office, Word, Excel, Access, and PowerPoint software applications
Public speaking and an ability to present benefits and compliance
Organized
COMPETENCIES
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
Certificates & Licenses
Life and Health Insurance Producers license preferred
PHYSICAL DEMANDS
Office functions, sitting for extending periods of time
Occasional business travel required
WORK ENVIRONMENT
Remote
Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.
Allied reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
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