Benefits Account Manager managing self-funded employer groups at Transtar Insurance Brokers. Delivering client service and improving internal account management processes in a hybrid role.
Responsibilities
Serve as the primary point of contact for a book of mid-to-large employer groups.
Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting.
Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
Develop, document, and roll out new procedures, service standards, and templates for internal use.
Establish scalable onboarding and service models.
Support the training and mentoring of junior staff in new processes and best practices.
Requirements
7+ years of employee benefits experience, with significant experience managing self-funded employer groups.
Proven success in a client-facing account management role within a brokerage, consulting firm, or insurance carrier.
Strong analytical skills with the ability to interpret and present complex claims and cost data.
Demonstrated experience improving or creating account management processes, documentation, and internal systems.
Excellent interpersonal, presentation, and communication skills.
Highly organized and capable of managing competing priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); experience with benefits administration and CRM platforms preferred.
Key Account Manager managing relationships in the safety glass sector across Germany. Driving customer engagement, business strategies, and market analysis for long - term partnerships.
Key Account Manager strategizing for key accounts in medical products for wound care. Working with an international team to enhance life quality in healthcare.
Senior Partnerships Manager responsible for developing partnerships in Switzerland and Eastern Europe for a Generative AI company. Leading strategy and execution for market growth.
Senior Account Manager at Xenon7, shaping client relationships and driving business growth in AI. Manage enterprise accounts, drive sales, and oversee technical hiring processes.
Personal Lines Account Manager handling client insurance inquiries for Greylock Insurance Agency. Providing support, managing portfolios, and ensuring excellent service delivery while complying with regulatory guidelines.
Brand Partnerships Intern supporting the Brand Partnerships team in executing projects efficiently for a fashion retailer. Conducting research and assisting in managing partnerships for campaigns and activations.
Senior Account Manager managing multiple client accounts and coordinating internal teams for a medical communications agency. Ensuring project delivery aligns with client strategies and managing financials effectively.
Associate Relationship Manager providing banking solutions and strategic advice for clients and prospects. Collaborating with leadership and senior bankers on credit and portfolio management tasks.
Develop new business in commercial lending at SouthState Bank, managing loan portfolios and ensuring compliance with regulations. Collaborate with various teams to deliver superior client service in financial solutions.
Account Manager driving sales growth within transportation planning software sector. Building relationships and managing client accounts in Birmingham's public and private sectors.