Account Manager

About Our Client

Our client is a leading Benefits Communication and Enrollment Firm based in Oviedo, Florida, and a forerunner in providing technologically advanced Benefits Administration and Communication solutions. With over 80 years of combined team experience, our client delivers precision benefit solutions through in-house enrollment capabilities and proprietary benefits administration software.

Summary

The Account Manager position functions essentially as a project manager and primary client-facing contact for day-to-day operations. This role is responsible for coordinating directly with customers and insurance broker partners to gather details of client benefit offerings, eligibility rules, and administration processes, then translating these needs into system requirements and configurations within our customized benefit administration platform.

Responsibilities

• Client Relationship Management
• Serve as the primary point of contact for assigned clients, maintaining active relationships, fielding inquiries, and ensuring exceptional customer service throughout the client lifecycle.
• Weekly Client Call Leadership
• Lead and facilitate weekly client-facing calls including creating agendas, chairing discussions, and providing comprehensive summary recaps of action items and discussion notes.
• System Configuration and Setup
• Configure eligibility rules, benefit offerings, and administration processes in the PlanSource Benefit Enrollment portal user interface to meet specific client requirements and specifications.
• Requirements Translation
• Gather client needs and translate them into actionable system requirements, bridging the gap between business objectives and technical implementation.
• Data Management and Manipulation
• Utilize Microsoft Excel to rearrange and manipulate data to comply with internal software programs, ensuring accuracy and consistency across platforms.
• Cross-Functional Coordination
• Interface with internal departments to ensure customer requests are properly implemented and coordinated across teams for seamless service delivery.
• Training Facilitation
• Conduct system training sessions for brokers, enrollers, and clients' administrative staff, ensuring all users are proficient with the benefit administration platform.
• System Updates and Maintenance
• Update system configuration changes with precision and accuracy, managing ongoing modifications to reflect evolving client needs and benefit plan changes.
• Project Management
• Manage multiple projects with competing demands, leading initiatives in various support channels as assigned while maintaining organization and meeting deadlines.
• Process Improvement Implementation
• Participate in the improvement and execution of standard project management processes and best practices, contributing to operational excellence and efficiency gains.

Education and Qualifications

• Bachelor's degree in Business Administration, Communications, Healthcare Administration, or related field preferred
• Associate degree with relevant work experience in account management, project management, or client services will be considered
• Benefit administration system configuration experience preferred
• Experience with PlanSource Benefit Administration and Enrollment platform is a plus
• Strong working knowledge of Microsoft Office Suite, particularly Excel and Outlook
• Understanding of employer-sponsored insurance benefit programs, cost contribution models, and general group plan rules preferred
• Project management certification (PMP, CAPM) or benefits industry certification (CEBS, GBA, RPA) is advantageous but not required
• Proven track record in client-facing roles within call centers, banking, insurance, or project management environments
• Demonstrated ability to learn proprietary software systems and technical platforms
• 2-4 years of experience in account management, customer service, or project coordination roles preferred

This job has been posted by IGNYTE AI, a Kingsley Gate company. IGNYTE AI is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of Kingsley Gate not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law.