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Benefits Account Manager

Location:  Latham Office Hybrid 3 days in the office 2 remote. 


The Benefits Account Manager works closely with the rest of the Benefits Team to deliver high-quality and efficient service to both internal and external customers while adhering to the highest ethical standards, promoting the image of the Agency, and providing superior levels of customer satisfaction that drive long-term relationships, referral business and the attainment of profit goals.      

 Responsibilities and Duties

  • This Account Manager is responsible for providing service associated with the administration of Employee Benefits policies and for providing all necessary support to the production efforts to achieve department goals and objectives
  • Participate in client meetings/sales calls with producers, employee enrollment meetings, and all departmental service meetings
  • Responsible for the servicing of selected Group Agency Accounts
  • Functions include but are not limited to reconciliation of claim issues, benefit inquiries, enrollment issues, and carrier premium billing discrepancies
  • Handle telephone inquiries
  • Intake and audit control of enrollment information
  • Track inquiries and complaints regarding carrier claims resolution
  • Act as liaison to intervene with delays in claim processing
  • Correspond with carriers, members, and providers to educate, clarify benefits, resolve claims, verify eligibility, and resolve disputes
  • Investigate, research, and provide timely responses to all service issues
  • Assists with the implementation of new Business
  • Assist with training of new Account Managers
  • Routinely educate on current or pending Federal and State legislation with regard to HIPAA, COBRA laws, FMLA, and any other legal issues as they pertain to Employee Benefits
  • Pursue a program of personal and professional development


Qualifications and Skills Required  

  • Minimum of 2 years’ experience as a Benefits Account Manager
  • Associate degree or higher preferred
  • Excellent oral and written communication skills
  • Strong human relations and professional skills
  • Strong presentation skills to communicate effectively over the telephone and in person to individuals and large groups of employees
  • Ability to listen for long periods while maintaining assimilation
  • Capable of making independent decisions using reasonable judgment
  • Strong orientation to customer service
  • Must have basic computer knowledge in Windows environment, create spreadsheets with appropriate computer programs
  • NYS Life, Accident & Health License required
  • Proficiency in Microsoft Office 365
  • Experience with benefits Management system AMS360, Benefit Point experience a plus.