Bilingual Account Manager (English/Spanish)

POSITION SUMMARY

The Account Manager has full command of an assigned book of Allied clients. The position involves management of group health plans which are self funded. The Account Manager will serve as the day to day resource for clients and brokers, will prepare and submit reporting for key accounts, implement plan changes, perform client presentations, and review plan performance. Communicating compliance requirements and evaluating benefit plans is essential. The position is responsible for the overall client satisfaction of the account.

ESSENTIAL FUNCTIONS

• Act as the liaison between the employer and broker, Client Executive, and various Allied departments involved in administering self funded group health plans
• Provide communication regarding industry and legislative updates and ACA compliance
• Manage and resolve escalated employee issues
• Conduct quarterly meetings to review plan performance, build client relationships, and ensure overall satisfaction leading to client retention
• Communicate changes internally regarding benefit plan design, financial information, and vendor partner changes
• Prepare and host employee presentations, employer portal training, and executive summary report reviews
• Troubleshoot, identify, and improve internal processes with various Allied departments
• Produce and analyze ad hoc reporting when requested from a client, broker, or Client Executive
• Help facilitate the renewal of existing cases by managing claims, producing updated plan documents, and project managing open enrollment for current employer groups
• Cross sell various Allied solutions to existing clients
• Other duties as assigned

EDUCATION

• BA/BS or equivalent work experience required

EXPERIENCE AND SKILLS

• At least three years’ experience in an account management role required
• Excellent working knowledge of employee medical benefit plans required
• Experience with group health insurance and self funded health plans preferred
• Excellent written and verbal communication skills
• Intermediate level work experience with Microsoft Office, Word, Excel, Access, and PowerPoint software applications.
• Public speaking and an ability to present benefits and compliance.
• Organized

POSITION COMPETENCIES

• Accountability
• Analytical Thinking
• Collaboration
• Communication
• Customer Focus
• Functional Expertise
• Initiative

CERTIFICATES AND LICENSES

• Life and Health Insurance Producers license preferred

PHYSICAL DEMANDS

• This is a standard desk role requiring extended sitting and computer work.

WORK ENVIRONMENT

• Remote

Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary.  Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time.  All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process.  It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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Important Notice About Our Hiring Process

To keep your experience safe and transparent, please note:

• All interviews are conducted via video.
• No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager.

If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process.

For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems

Your security matters to us—thank you for helping us maintain a fair and trustworthy process!