Benefits Account Manager Job Description Template

[Company Name] is looking for a Benefits Account Manager! We need a person who will help us facilitate benefits administration by helping new and existing employees choose the appropriate coverage plans, inform them of the enrollment criteria, and address questions and concerns regarding the enrollment process. You will be expected to guide accounts through the benefits enrollment and renewal process and facilitate benefits changes, employment terminations, rollovers, reimbursement claims, and loans.

As a Benefits Account Manager at [Company Name], you will help senior leadership develop short- and long-term benefits package objectives. It will be your duty to coordinate informational sessions with accounts, including meetings, training, and presentations, to assess their needs and help them understand benefits coverage options and policies. Additional responsibilities for this role entail maintaining account files and records, negotiating with benefits providers, and creating and conducting informative benefits presentations using audiovisual tools.

Benefits Account Manager Responsibilities

• Manage benefits administration by handling the employees’ claims, inquiries, billing, and the enrollment and renewal procedures
• Examine available coverage plans, eligibility criteria, and coverage expenses to find the most suitable benefits package for employees’ needs
• Collect the necessary employee data and store it in CRM software, ensuring all information is safe, complete, accurate, and regularly updated
• Collaborate with insurance carriers and benefits providers to make sure the coverage plans meet the employees’ criteria and stay within the allocated budget
• Help organize and participate in meetings, onboarding, and presentations to provide information on underwriting, benefits options, and regulatory changes
• Facilitate enrollment and renewal processes by helping employees gather relevant documentation, submit application forms, and keeping them updated on their application status
• Ensure legal compliance with applicable benefits regulations such as HIPPA

Benefits Account Manager Requirements

• 4+ years of experience in the benefits administration field
• Associate’s degree in HR or a similar field
• Familiarity with HR administration
• Proficiency in Microsoft Office and experience using CRM tools such as Zoho, Salesforce, or similar software
• Advanced communication and presentation skills
• Ability to manage multiple accounts and projects in a fast-paced environment
• Knowledge of relevant benefits regulations

Salary Ranges for Benefits Account Managers

Several key variables affect the salary of a Benefits Account Manager, including the geographic location, education, experience of the employee, and technical skills. Refer to the table below for Glassdoor’s salary range estimates for this role across the U.S.:

Similar Roles to Benefits Account Manager

Writing a role-specific job description is the cornerstone of the hiring process. Vague job ads attract inexperienced candidates and lead to unnecessary expenses. For this reason, you should clearly list all the duties a Benefits Account Manager will assume in your company, as well as the exact skills and qualifications they should have.

Be sure to customize the job description template we provided by including specific details about your expectations and the benefits and learning opportunities your new employee will enjoy. This way, you will receive fewer resumes from underqualified applicants and avoid wasting your time interviewing people who don’t have the necessary competencies for the job you’re offering.

Are you looking for an HR expert other than a Benefits Account Manager? We’ve got plenty of useful job description templates for associated roles you can check out:

• Benefits Manager
• Benefits Supervisor
• Benefits Clerk
• Benefits Advisor
• Benefits Assistant
• Benefits and Payroll Manager
• Benefits and Wellness Specialist
• Senior Benefits Analyst
• Senior Benefits Consultant
• Payroll and Benefits Administrator

Get More Benefits Account Manager Job Description Inspiration

If you aren’t sure how to fine-tune the template so it conveys why your organization is a great place to work at, you can read similar job posts for the Benefits Account Manager role for inspiration. Take a look at these job description examples:

1. Glassdoor
2. LinkedIn
3. Indeed
4. SimplyHired
5. CareerBuilder

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