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Sr. Medical Account Manager (Employee Benefits Firm)

Advantage Benefits Group
Grand Rapids, MI Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 9/23/2025

Advantage Benefits Group (ABG) is an independently owned employee benefits firm with locations in Grand Rapids, Traverse City, and Detroit. ABG has a super impressive client list ranging from local prestigious universities, manufacturers, municipalities, and everything in between. We're looking for an experienced Sr. Medical Account Manager to add to our team in GR to help support some of our larger clients and who has in-depth knowledge of self-funded group health plans. ABG employees enjoy working a pretty straight 8:30am-5pm (Monday-Friday) with 1 day working from home, 4 days in the office, with early Fridays in the summer and flex time available during the week.


Essential Duties

Primary day to day contact to provide account oversight and management

Facilitate medical plan renewal process for large employers; some fully funded, most self-funded; including the marketing, quoting, analysis, benchmarking and presentation materials

Present to clients, primarily responsible for compiling presentations

Manage the implementation of new group / product line implementations and renewals

Provide monthly and/or quarterly plan performance reports

Provide periodic utilization reviews in addition to financial reporting

Update clients on new legislation and regulations

Assist with compliance concerns and compliance reviews

Work closely with other internal departments (Ancillary, Reporting, Employee Navigator) regarding client needs

Assist with client employee meetings

Develop positive working relationships with client and carrier contacts

May participate in conducting Interviews and provide input on hiring decisions

Provide performance feedback on supporting team members

Other duties as assigned

Advise the following processes while guiding Account Coordinator(s):

Send out and processing proposals from carriers, including analysis of discounts, benefits, networks, etc.

Resolve claim and technical issues for clients and their employees

Assist in preparation of customer quotes by reviewing RFP’s and preparing quote information on spreadsheets

Perform all clerical duties associated with servicing our clients such as filing, updating customer database, and prospect information


Competency

Excellent verbal, written, presentation and communication skills with extremely close attention to detail

Strong leadership skills; experience managing a team

Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and PDF

Ability to take initiative, learn responsibilities quickly and develop people, operations, and procedures

Ability to treat confidential and sensitive information with discretion

Demonstrated professionalism, flexibility, and accuracy in all aspects of work/appearance/manners

Ability to multitask and still meet deadlines with frequent interruptions

Ability to make independent judgements with assigned group of clients

Adaptable to a variety of management styles


Credentials/Experience

High school diploma or equivalent required, College degree preferred

5 years of professional experience – direct industry experience required as well as in depth self-funded knowledge

MI Life / Health & Accident Producer License required


Work Environment

Temperature controlled pet friendly office environment with individual cubical-like workspaces; low noise level


Physical Requirements

Prolonged periods of sitting at a desk and working on a computer

Physical attendance in the office is required

Use hands to finger, handle, or feel; Reach with hands and arms; regularly talk or hear

Must be able to travel as needed to meet with clients


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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