Associate Account Manager

Position Details 

• Job Title: Associate Account Manager 

• Department: Employee Benefits 

• Reports To:  Senior Benefits Consultant 

• FLSA status: Exempt 
   

Position Description  

The Associate Account Manager (AAM) is responsible for providing heroic service and ensuring the needs and expectations of a book of business are met or exceeded. Along with the Account Manager, this position executes the daily task of all benefit programs brokered by Henderson Brothers.  

At Henderson Brothers, our Employee Benefits division works in a team capacity. The Associate Account Manager is a core member of our team. The AAM works directly with the Account Managers.  

This position supports a book of business of mid market – large accounts (50+ lives). This position is not client facing.  
 

Primary Responsibilities & Duties 

• Work in tandem with Account Manager to complete assigned daily tasks for employer groups. 

• Create high quality and timely work products and client deliverables. Examples include but are not limited: 

• Benchmarking 

• Validating contracts/benefit grids 

• Reviewing benefit guides and other communication material 

• Proofreading presentations and other client facing material 

• Research and execute escalated client issues or questions. 

• Facilitate compliance activities such Medicare Part D Notices, 5500 filings, RxDC reporting, etc.  

• Expand and maintain working knowledge of benefit plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs. 

• Assist in marketing process and internal benefits administration system including Employee Navigator and Epic. 

• All other duties as assigned.  

Position-specific Competencies 

• Problem Solving: Posses the ability to use logic and thought methodology to solve challenging problems and provide effective solutions. Ability to probe for answers and discover hidden issue and provide an objective answer or analysis.  

• Interpersonal Intelligence: Relates to all different types of personalities and can easy build effective, quality relationships and appropriate rapport.  

• Drive for Results: Can be counted on to meet or exceed goals, successfully. Consistently a top performer who can self-motivate but can also motivate others.  

• Effective Communication: Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possess the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed.  

HBI Competencies 

• Integrity: Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics. 

• Heroic Service: White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.  

• Teamwork: Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group. 

• Kindness: Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.  

Qualifications 

• High School Diploma-Required, Bachelor’s Degree- Preferred 

• Life, Accident, and Health License-Preferred 

• Must obtain, post hire, within 90 days. 

• Employee benefits account management, or human resources experience with employee benefits focus.  

• Intermediate knowledge of employee health and welfare plans. 

• Understanding of life, accident and health insurance policies and policy management. 

• Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel. Exposure to Epic or Applied Solutions is preferred.  

Work Environment 

While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. 

EEO Statement 

Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.