Account Manager - Specialty Groups

Description

This position is responsible for the implementation and ongoing service of specialty group clients, with a focus on ICHRA and PEO programs. Ancillary servicing is also needed. The Account Manager will support clients directly, often without a consulting partner, and will work closely with internal producer partners and vendor representatives. This is a service-focused, client-facing role that offers room for shaping and growth. Ideal candidates are detail-oriented, independent, and adaptable, with a strong initiative and positive mindset.

 Essential Duties and Responsibilities

· Implement ICHRA, PEO and ancillary plans for specialty groups, including working with HR teams and vendor partners

· Administer ongoing service functions throughout the plan year

· Coordinate with vendor partners and clients to implement and support plans

· Answer client questions and provide proactive service support

· Manage communications and deliverables in partnership with producers

· Market to carriers when needed

· Create benefit guides and support open enrollment presentations as needed

· Assist with implementation for clients using PEOs or outside HR vendors

· Perform administrative tasks such as data entry, billing coordination, and eligibility updates

· Coordinate and oversee onboarding of new clients and benefit renewals

· Understand and assist with low enrollment, fully insured large group and ancillary-only client structures

· Handle claim and carrier issues, eligibility discrepancies, and plan changes

New/Renewal/Marketing

· Support implementation and renewal processes specific to ICHRA, PEO and ancillary products

· Conduct or assist with renewal and open enrollment meetings

· Coordinate with vendors to market and confirm benefit plan details

· Prepare enrollment and new hire materials

· Provide benefit communication tools to clients

· Assist in coordination with COBRA, if applicable 

Revenue Growth

· Contribute to agency revenue goals by supporting effective service retention

· Identify opportunities to enhance client satisfaction and drive engagement

Other Duties and Responsibilities

· Demonstrate professionalism and commitment to service excellence

· Stay informed of industry changes and evolving client needs

· Maintain strong carrier and vendor relationships

· Attend team meetings and support agency-wide initiatives

Requirements

· 2 years’ experience in group plans, ancillary benefits, or ICHRA

· Current Minnesota Life and Health License (required)

· Proficiency in Microsoft Office; strong Excel and data entry skills

· Detail-oriented and organized with the ability to manage administrative-heavy workloads

· Strong initiative, independence, and adaptability in a fast-paced environment

· Patience and professionalism when interacting with clients and vendors

· Excellent communication skills – verbal and written

· Ability to work with minimal supervision and adapt to changing priorities

· Comfortable being client-facing

Salary : $72,000 - $115,000