Account Manager

Account Manager – Implementation

Position Overview

In 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:

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• Minimum 3 years of experience in account management, preferably in insurance, benefits, payroll, or HR technology
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• Strong proficiency in Microsoft Excel, Word, Outlook, and Teams; comfort with web-based platforms
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• Demonstrated ability to manipulate data in Excel; analyze and make data-driven decisions
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• Confident virtual presenter with experience leading meetings, presentations, and trainings
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• Proven ability to engage effectively with stakeholders at all levels — from executives to frontline employees
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• Highly organized, self-directed, and capable of managing multiple projects simultaneously
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• Strong written and verbal communication skills
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• Experience with payroll integration or supplemental insurance preferred
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• Strategic thinker and consultant to curate leader and employee communication strategies
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• Program-solving skills to help resolve payroll, enrollment, and other escalations
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• Demonstrated ability to handle sensitive information with discretion, professionalism, and integrity
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Responsibilities:

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• Manage client relationship(s), providing strategy and support as required for assigned accounts
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• Lead high-touch, high-tech client implementations with a focus on:
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• Payroll integration
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• Data discovery and validation
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• Reporting and testing
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• Employee communication strategy
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• Manage internal and external collaboration to ensure project success and alignment
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• Develop and execute employee communication strategies that drive engagement
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• Resolve client and employee member escalations involving payroll, enrollment processing, benefit access, and more to ensure exceptional experiences
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• Facilitate collaborative leadership trainings, plan overviews, and client meetings.
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• Manually process payroll census files (MS Excel) received from brokers and employers to qualify employees in the plan.
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• Manage enrollment administration within the client's proprietary platforms
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• Support sales strategy and ongoing broker relationships as needed
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• Follow established protocols for data handling, security, and information sharing
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