Account Manager

Account Manager – ImplementationPosition OverviewIn this role, you will serve as a trusted advisor to employers and brokers, leading complex implementations, managing payroll integrations, and delivering strategic communication and engagement plans that drive successful adoption of our benefits program.This role is ideal for a strategic, data-driven relationship manager who thrives in a fast-paced, collaborative environment and enjoys solving operational challenges while building strong partnerships with clients and internal teams.Qualifications:Minimum 3 years of experience in account management, preferably in insurance, benefits, payroll, or HR technologyStrong proficiency in Microsoft Excel, Word, Outlook, and Teams; comfort with web-based platformsDemonstrated ability to manipulate data in Excel; analyze and make data-driven decisionsConfident virtual presenter with experience leading meetings, presentations, and trainingsProven ability to engage effectively with stakeholders at all levels — from executives to frontline employeesHighly organized, self-directed, and capable of managing multiple projects simultaneouslyStrong written and verbal communication skillsExperience with payroll integration or supplemental insurance preferredStrategic thinker and consultant to curate leader and employee communication strategiesProgram-solving skills to help resolve payroll, enrollment, and other escalationsDemonstrated ability to handle sensitive information with discretion, professionalism, and integrityResponsibilities:Manage client relationship(s), providing strategy and support as required for assigned accountsLead high-touch, high-tech client implementations with a focus on:Payroll integrationData discovery and validationReporting and testingEmployee communication strategyManage internal and external collaboration to ensure project success and alignmentDevelop and execute employee communication strategies that drive engagementResolve client and employee member escalations involving payroll, enrollment processing, benefit access, and more to ensure exceptional experiencesFacilitate collaborative leadership trainings, plan overviews, and client meetings.Manually process payroll census files (MS Excel) received from brokers and employers to qualify employees in the plan.Manage enrollment administration within the client's proprietary platformsSupport sales strategy and ongoing broker relationships as neededFollow established protocols for data handling, security, and information sharing