Benefits Account Manager

As a Benefits Account Manager at Hilb Group, you will be responsible for managing Medicare and Individual Medical outreach, sales, and administration. You will develop detailed implementation plans for assigned accounts, oversee case implementations, and ensure communication with clients and internal teams is seamless. Additionally, you will craft renewal strategies and proactively identify opportunities for process improvement and growth.

To qualify for the Benefits Account Manager position at Hilb Group, candidates must hold a Life & Health License and have experience with Vertafore Products, particularly BP & IR. Strong organizational and planning skills are essential, along with the ability to manage multiple implementations in a fast-paced environment. Excellent written and verbal communication skills, along with proficiency in Microsoft Office, are also required.

The Benefits Account Manager role at Hilb Group is a hybrid position, meaning you’ll have the flexibility to work both remotely and on-site. This setup allows you to enjoy the benefits of a collaborative office environment while also offering you the convenience of working from home.

As a Benefits Account Manager at Hilb Group, you will enjoy a robust benefits package that includes company-paid life insurance, long-term and short-term disability coverage, and comprehensive medical, dental, and vision plans. Additionally, there are 401(k) plans with company matching, generous PTO, and various voluntary benefits you can choose from to suit your needs.

Hilb Group is committed to the professional growth of its employees, including Benefits Account Managers. The company promotes a service-driven culture that encourages career advancement through training and development programs. Additionally, employees are encouraged to embrace new tools and processes that improve their skills and efficiency in their roles.

To manage multiple implementations effectively, I would prioritize tasks based on urgency and complexity, utilize project management tools for organization, and maintain regular communication with clients and teams. I believe keeping everyone informed helps in managing timelines and expectations.

Effective client communication is key in my role as a Benefits Account Manager. I would establish a routine of regular check-ins to provide updates and gather feedback. Additionally, I’d ensure all communication is clear, concise, and tailored to meet the client's expectations.

In my previous role, I identified that the onboarding process for new clients was too lengthy. I proposed a streamlined checklist that clarified the essential steps, reducing onboarding time by 20%. This not only improved client experience but also enhanced team efficiency.

I have extensive experience using various benefit administration tools, including Vertafore Products. I am proficient in leveraging technology to enhance the efficiency of benefits administration and ensure accurate tracking of client programs.

In a previous position, we faced a tight deadline for implementing a new client’s benefits plan. I coordinated closely with my team, prioritized tasks, and communicated effectively with the client. We completed the implementation on time, which resulted in a grateful client and a strengthened relationship.

I stay informed by regularly following reputable industry publications, attending webinars and networking events, and participating in professional organizations. Continuous learning helps me adapt to changes and provide the best possible service to clients.

A Benefits Account Manager acts as a trusted advisor, helping clients navigate complex benefit options and ensuring their needs are met effectively. I believe that by building strong relationships and providing strategic insights, we can significantly contribute to a clients' overall success.

In case of a disagreement with a client, I would first seek to understand their concerns thoroughly. My approach would be to remain calm and professionally discuss their points. Then, I'd provide data-backed explanations and explore solutions together to uphold their trust.

I am motivated by the opportunity to help clients maximize their benefits and improve their employees' well-being. The challenge of finding the right solutions and the feedback from satisfied clients drives me to excel in my role.

I prioritize my tasks by evaluating their deadlines and potential impact on the client's experience. By leveraging project management tools, I can create a clear overview of my responsibilities, enabling me to focus on the most critical tasks first.