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MBA Small Business Account Manager


PA - Blue Bell

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General Description:

My Benefits Advisor consists of an Account Management Team specifically designed to service the small to large business client. The Account Manager will be responsible for the coordination of day-to-day customer service as well as annual contract review. Much of the person's time would be spent speaking, presenting, and writing to clients and vendors, and performing numerical analysis from within the office. Proficiency in Excel is required for marketing presentations. Knowledge of Health and ancillary plans, carriers and quoting abilities is required.


  • Detailed understanding of health and ancillary benefit plan designs, billing and claims resolution procedures.
  • Ability to work independently and manage and set workflow for each case assigned, this includes being proactive and understanding your role in all facets of the case management process
  • Develop and maintain strong relationships with clients, brokers, sales producer, and vendors through frequent contact.
  • Resolve day-to-day issues for clients with a proactive approach towards frequent issues.
  • Prepare new business and renewal proposals for sales producers.
  • In conjunction with the sales producer, facilitate and analyze marketing of all new business and renewal cases for all lines of business. Have working knowledge of the small and large business requirements for all carriers.
  • Work with internal staff and vendors to negotiate rates, when required, to secure new business and maintain existing business.
  • Process new business applications, and insure that cases are installed quickly and accurately.
  • Process all policy changes, endorsements and other requests of clients and brokers.
  • Identify cross-selling opportunities.
  • Send and follow up on requests for broker of record changes and account terminations.
  • Assist clients with claim, billing, enrollment and servicing issues.
  • Travel to meet with clients as necessary.
  • Follow system and Account Manager workflow.
  • Submit the appropriate notification forms to the commission department.
  • Update BKB client database on an ongoing basis, and create and maintain case files that include all critical client information based on implemented workflows.
  • Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
  • Develop and maintain strong working relationships with internal staff.
  • Be well versed on the My Benefit Advisor products and services.
  • Special projects as required.

Knowledge, Skills and Abilities:

  • Ability to creatively and proactively problem-solve.
  • Ability to stay organized and focused in a busy environment.
  • Effective communication skills when dealing with co-workers, brokers, clients and carriers.
  • Personable and credible.
  • Professional and dependable.
  • Demonstrates cooperation and collaboration in a team setting.
  • Two + years experience working in a group health insurance setting, preferably in a brokerage environment.
  • Familiarity with products, services, competitive offerings, market needs and industry trends.
  • Demonstrates detailed understanding of all types of health and ancillary benefit plan designs and claim procedures.
  • Basic understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong analytical skills; capable of using and interpreting benefit related facts and figures
  • Bachelor's degree preferred.
  • Accident & Health license is required or ability to obtain within three months from date of hire.


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