Benefits Account Manager

Division
Group Benefits

Location
Buffalo, NY


Reports to/Department
Manager, Group Benefits Operations
Functional report to clients assigned Account Executive and Sales Consultant


FLSA Job Classification
Exempt (Full-Time)

Job Summary

This position provides basic to broad level product expertise in support of the Employee Benefits Sales Consultants and Account Executives efforts to establish and build profitable client relationships. The position will provide client services and technical support to clients and other team members as required. Requires presentation skills and travel as necessary (within eight counties of WNY) to meet client needs. The Account Manager will advise clients on industry standards, trends of clients and personal experience with carriers.

Essential Functions

Agency specific training will be provided.

  • Works with Sales and Account Executives to service new, existing, and potential clients
  • Advises and counsels clients on employee benefit products and services provided by Walsh and on various legislative issues involving Employee Benefits
  • Process all required documentation to add new coverage’s and/or effect changes, including collection and submission of data to carriers, as well as follow up questions, and review plan document/ employee communications for accuracy
  • Responsible for identifying, researching, analyzing, and resolving any client issues. Upon completion, documenting in client management system appropriately
  • Provides ongoing day-to-day account management
  • Conducts enrollment/education meetings for employees at client locations
  • Develops a working knowledge of all Walsh and carrier technology-based system
  • Works with Benefits Service Manager and carrier representatives to gain knowledge of all products and services
  • Attend service meetings and product/educational seminars
  • Attends pre-renewal, renewal, and prospective client meetings
  • Cross train as needed
  • Adhere to the stated expectations of the E&O Plus Quality Management Program

Additional Responsibilities

As an Account Manager, major responsibilities include but are not limited to:

  • Maintain up to date information using agency provided tools –National Financial Partnership & HR360
  • Perform other miscellaneous duties as assigned by agency management; may handle some moderately complex tasks independently.
  • Responds to requests in a timely manner
  • Adhere to client service standards of the division and agency.
  • Participate in training and seminar courses.
  • Follow guidelines outlined in WD employee manual.
  • Monitor legislation that pertains to employee benefits and regularly communicate updates with Benefits Division and clients.

Education and Experience

  • Bachelor’s degree or 3-5 years’ experience in employee benefits/human resources

Knowledge, Skills and Abilities

  • Microsoft Office Software skills and the ability to utilize computer system and programs and understand functionality
  • Above average communication skills both verbal and in writing
  • Excellent interpersonal and team building skills
  • Strong commitment to high quality service delivery
  • Out of the office approximately 35% of time traveling to client offices generally located within 8 WNY counties
  • Exceptional time management skills
  • Strong presentation skills for group from 2 to 200 + people
  • Ability to research and learn subject matter regarding employee benefits
  • Life & Health license (will be required within the first six months)

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ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work.  The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change.  Any written contractual agreements supersede this job description.  All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.


Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex orientation, national origin, genetic information, sex, age, disability, protected veteran status, or any other characteristic protected by law. We welcome diversity and highly encourage applications from diverse candidates, including those with disabilities.