Account Manager, Specialty Groups

Description

This position is responsible for the implementation and ongoing service of specialty group clients, with a focus on ICHRA and ancillary benefit programs. The Account Manager will support clients directly, often without a consulting partner, and will work closely with internal producer partners and vendor representatives. This is a service-focused, client-facing role that offers room for shaping and growth. Ideal candidates are detail-oriented, independent, and adaptable, with a strong initiative and positive mindset. 

Essential Duties and Responsibilities 

• Implement ICHRA, ancillary, and fully-insured plans for specialty groups, including working with HR teams and vendor partners 
• Administer ongoing service functions throughout the plan year 
• Coordinate with vendor partners and clients to get plans up and running 
• Answer client HR team questions and provide proactive service support 
• Manage communications and deliverables in partnership with producers 
• Create benefit guides and support open enrollment presentations as needed 
• Assist with implementation for clients using PEOs or outside HR vendors 
• Perform administrative tasks such as data entry, billing coordination, and eligibility updates 
• Coordinate and oversee onboarding of new clients and benefit renewals 
• Understand and assist with low enrollment, fully insured large group and ancillary-only client structures 
• Handle claim and carrier issues, eligibility discrepancies, and plan changes 

New/Renewal/Marketing 

• Support implementation and renewal processes specific to ICHRA and ancillary products 
• Conduct or assist with renewal and open enrollment meetings 
• Coordinate with vendors to market and confirm benefit plan details 
• Prepare enrollment and new hire materials 
• Provide benefit communication tools to clients 
• Assist in coordination with COBRA, if applicable  

Revenue Growth 

• Contribute to agency revenue goals by supporting effective service retention 
• Identify opportunities to enhance client satisfaction and drive engagement 

Other Duties and Responsibilities 

• Demonstrate professionalism and commitment to service excellence 
• Stay informed of industry changes and evolving client needs 
• Maintain strong carrier and vendor relationships 
• Attend team meetings and support agency-wide initiatives 

Requirements

• 2 years’ experience in group plans, ancillary benefits, or ICHRA (required) 
• Current Minnesota Life and Health License (required) 
• Proficiency in Microsoft Office; strong Excel and data entry skills (required) 
• Detail-oriented and organized with the ability to manage administrative-heavy workloads (required) 
• Strong initiative, independence, and adaptability in a fast-paced environment (required) 
• Patience and professionalism when interacting with clients and vendors (required) 
• Excellent communication skills – verbal and written (required) 
• Ability to work with minimal supervision and adapt to changing priorities (required) 
• Comfortable being client-facing (required) 

Salary : $72,000 - $90,000