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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in benefit account management, ensuring high-quality service experiences and customer satisfaction while effectively managing a complex book of business. Proficient in collaborating with cross-functional teams to support strategic initiatives and operational improvements.
Highest-signal resume keywords
Benefit Account ManagementLife & Health Producer’s LicenseCustomer Relationship ManagementBenefits ConsultingMS Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefit Account ManagementBenefits Workflow ManagementCustomer SatisfactionStrategic Initiative ImplementationComplex Book of Business Management
Soft Skills
CollaborationCustomer EducationPresentation SkillsRelationship Management
Tools & Technologies
HR/Benefits Technology PlatformsMS ExcelMS WordMS PowerPoint
Certifications & Qualifications
Life & Health Producer’s License
Industry Keywords
Benefits ConsultingCustomer Account PlansIndustry TrendsRegulatory ChangesOpen Enrollment
About the role
Key responsibilities & impact- Lead and manage the service relationship and strategy for assigned customers
- Ensure high-quality service experiences and customer satisfaction
- Support execution of annual customer account plans
- Collaborate with the consulting delivery team on key consulting deliverables
- Lead customer open enrollment presentations
- Support strategic initiatives and their implementation
- Monitor industry trends, best practices, and regulatory changes
- Educate and enable customers regarding industry developments
- Collaborate with sales, data operations, and product teams on business development and operational improvements
- Maintain relationships with customers, strategic partners, and internal collaborators
- Perform other duties as assigned
Requirements
What you’ll need- 3 years of benefit account management experience supporting a benefit consulting team, with demonstrated success supporting a complex book of business
- Knowledge of benefits and renewal workflow management to effectively service a large client portfolio
- Life & Health Producer’s License
- Working knowledge of MS Excel, Word, and PowerPoint
- Must be based in the US
- Experience with leading HR/Benefits technology platforms (nice to have)
- Experience in both large- and small-group benefits consulting (nice to have)
Benefits
Comp & perks- Flexible vacation policy
- Paid company holidays
- 100% remote work
- Medical, dental, and vision benefits
- HSA & FSA
- HRA
- Life insurance
- Disability insurance
- Employee Assistance Program
- Headspace
- Wellhub
- Rocket Lawyer
- One Medical Membership
- Kindbody
- Financial education with Betterment
- Stock options for all full-time employees
- $1,000 work-from-home stipend
- Paid parental and bonding leave
- Employee Referral Bonus Program
