Small Group Account Manager

Small Group Account Manager


Job Description

A Small Group Account Manager is responsible for day to day account management of a group of existing employee benefit clients with less complex needs.


Duties and Responsibilities:

Prepares client proposals, renewal spreadsheets, and presentations.

Coordinates client enrollment changes with agency information technology systems.

Creates employee benefit guides and client specific documents.

Resolves customer service inquiries requiring research and interactions with carriers.

Helps client with compliance using agency tools.

Cultivates relationships and has retention goals.

Works closely with Benefit Specialist or Consultant on more complex client issues.


Job Requirements

Bachelor’s degree preferred, with 1 or more years of related experience or high school diploma with 3 or more years of experience with client coordination and/or claims management experience.

Working knowledge of Microsoft Office applications, especially proficient with Excel.

Critical thinking, good judgment, communication and listening skills.

Ability to multi-task, prioritize, and meet deadlines.

Must be a team player.

Must be willing to execute Ventris’ confidentiality and non-disclosure agreement.

Bilingual Spanish not required but preferred.


Hours are 8:00-5:00 Monday through Friday. Salary dependent upon experience. A full benefits package is offered.

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