Sr. Account Manager, Employee Benefits

Manage client relationships and serve as the primary contact for handling complaints, disputes, and grievances. Execute comprehensive knowledge of self-funded accounts while initiating marketing activities 120 days before renewal dates. Review carrier proposals for accuracy, calculate premiums, and process paperwork to ensure billing statement integrity. Generate open enrollment materials, present to clients, and direct smooth carrier transitions. Maintain accurate agency files, monitor regulatory compliance, and identify new business opportunities.