POSITION SUMMARY

The Account Manager owns an assigned portfolio of employer clients with self-funded group medical plans, serving as a daily resource for employer and broker contacts. This role supports client satisfaction and retention by combining practical self-funded plan knowledge with clear communication, organized account management and dependable follow-through. The Account Manager connects clients, brokers, Client Executives and Allied teams to coordinate service, explain plan information and keep client priorities moving toward resolution.

ESSENTIAL FUNCTIONS

• Account ownership and service

• Own day-to-day service for assigned accounts, prioritize competing client needs and deadlines, and provide timely, responsive follow-up to employer and broker contacts.

• Coordinate escalated employee and service issues across Allied teams through resolution, handle concerns calmly and professionally, and close the loop with employer and broker contacts.

• Serve as the liaison among employers, brokers, Client Executives and Allied departments so requests, commitments and next steps are clearly understood.

• Client meetings and plan stewardship

• Lead virtual and onsite client, benefits and open-enrollment meetings and employee presentations, explain complex plan concepts clearly, answer audience questions and provide employer-portal training.

• Conduct quarterly client meetings to review plan performance, strengthen relationships, assess satisfaction and support client retention.

• Coordinate benefit-plan design changes, financial information and vendor-partner changes with the appropriate Allied teams and keep clients informed of progress.

• Facilitate renewals, including claims-related coordination, updated plan documents and open-enrollment project management, with the internal specialists responsible for each area.

• Share relevant industry and legislative developments and Affordable Care Act (ACA) compliance information, coordinating with appropriate internal resources rather than providing legal advice.

• Reporting and continuous improvement

• Prepare and analyze standard and ad hoc reports for clients, brokers and Client Executives, and review executive-summary reports with clients to explain results and next steps.

• Identify and troubleshoot cross-functional service issues, partnering with internal departments to improve processes and the client experience.

• Recognize opportunities to cross-sell Allied solutions and engage appropriate internal stakeholders to support client needs.

• Perform other duties as assigned.

• This is an account-management role. Claims adjudication, underwriting and legal advice remain with the appropriate specialists.

EDUCATION

• BA/BS or equivalent work experience required

EXPERIENCE AND SKILLS

• At least three years of account-management experience.

• Demonstrated practical experience supporting self-funded employer medical plans and strong working knowledge of employee medical benefits, including plan design, specific deductibles and aggregate stop-loss coverage.

• Clear written and verbal communication, including the ability to explain complex plan concepts in understandable language and produce professional client communications.

• Public-speaking and meeting-facilitation skills, including the ability to lead virtual and onsite client, benefits and open-enrollment meetings and respond to audience questions.

• Ability to organize and prioritize competing client needs and deadlines, provide timely follow-up and handle escalations calmly and professionally.

• Intermediate proficiency in Microsoft Office, including Word, Excel, Access and PowerPoint.

POSITION COMPETENCIES

• Accountability
• Analytical Thinking
• Collaboration
• Communication
• Customer Focus
• Functional Expertise
• Initiative

CERTIFICATES AND LICENSES

• Life and Health Insurance Producers license preferred

PHYSICAL DEMANDS

• This is a standard desk role requiring extended sitting and computer work.

WORK ENVIRONMENT

• Remote

Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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Important Notice About Our Hiring Process

To keep your experience safe and transparent, please note:

• All interviews are conducted via video.
• No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager.

If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process.

For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems

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BA/BS or equivalent work experience; 3+ years account management; self-funded plan knowledge; intermediate Microsoft Office; public speaking; Life and Health Insurance license preferred; remote with high-speed internet.

Key Responsibilities

• managing client accounts
• coordinating service issues
• leading client meetings

Skills & Tools

Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint

Job Details

• Category: Customer Service
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 70,000 – 75,000 / year
• Languages: English

Benefits

• Generous paid time off
• Tuition reimbursement

About Allied Benefit Systems

A company that administers self-funded group medical plans and employee benefits. — Industry: Finance