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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and executing employee benefits strategies, ensuring compliance with regulations and delivering high-quality client experiences. Proficient in financial analysis and communication, with a strong focus on collaboration and attention to detail.
Highest-signal resume keywords
Client Relationship ManagementEmployee Benefits ComplianceFinancial AnalysisAccount Management ExperienceState Life and Health Producers License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Benefits SolutionsFinancial AnalysisClient Renewal StrategiesCost-Containment StrategiesSelf-Funded ExperienceAttention to DetailEmployee Benefits Regulations
Soft Skills
Verbal CommunicationWritten CommunicationCollaboration
Tools & Technologies
MS Office SuiteExcelPowerPointEpicEmployee Navigator
Certifications & Qualifications
State Life and Health Producers License
Industry Keywords
Client ExperienceOpen EnrollmentVendor ManagementWellness ProgramsAlternative Funding
About the role
Key responsibilities & impact- Support retention and growth of client relationships by delivering a high-quality client experience
- Apply working knowledge of employee benefits solutions
- Assist with sales and renewal processes to achieve client objectives
- Partner with Senior Account Executives and Account Managers on existing client relationships and new business acquisition
- Serve as day-to-day client contact and coordinate service needs and financial matters
- Manage carrier communications and fee administration
- Develop and execute benefit strategies and ensure service standards are met
- Collaborate with Account Managers and internal teams
- Maintain positive working relationships with vendors and carriers
- Create client renewal strategies and ensure successful execution
- Direct client benefit communications, including wellness programs and benefit enrollment
- Monitor industry trends and client compliance deliverables
- Participate in self-funded and alternative funding discussions with the data analytics team
- Coordinate and present renewal details and drive cost-containment strategies
- Manage and oversee Open Enrollment timelines
- Identify opportunities for additional services and collaborate with Client Advisors and team members
Requirements
What you’ll need- Proven professional history of success at managing client relationships
- Working knowledge of employee benefit regulations and compliance requirements
- Proficiency in MS Office Suite, especially Excel and PowerPoint
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning
- Ability to communicate verbally and in writing with all levels of an organization
- Excellent attention to detail
- 2-4+ years of account management experience with mid-large complex Employee Benefits experience for clients with 100+ employees
- State Life and Health Producers license required
- Self-funded experience required
- Epic and Employee Navigator preferred, and/or other agency management systems
- Industry professional designation is a plus