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PrismHR is the leading payroll, benefits, and HR software platform for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). The company powers more than 80,000 companies, 2.5 million worksite employees, and processes $85 billion in payroll annually.
The Account Manager is responsible for the oversight and ongoing management of assigned client accounts. You will work closely with sales and support teams to implement new and renewing accounts while maintaining high service levels and building strong relationships with key client contacts.
Key responsibilities include:
- Coordinate and conduct implementations for new and renewing clients
- Coordinate strategy meetings and document collection with Business Consultants
- Market, analyze, and negotiate benefits and rates for all coverages
- Request renewals from carriers and conduct pre-renewal and renewal meetings (in-person or virtual)
- Negotiate renewals with carriers and quote open market options when necessary
- Deliver final renewals to clients and finalize benefit selections
- Obtain applications and monitor benefit administration portals
- Ensure all submissions meet compliance deadlines (minimum 15 days prior to effective date)
- Perform first bill audits and host post-enrollment meetings with clients
- Maintain high customer retention and satisfaction through relationship building
- Provide 24-hour response times to client requests with status updates if resolution takes longer
- Educate employees and key contacts on benefits and processes
- Ensure client compliance with benefits, contributions, and related requirements
- Manage COBRA processes and file compliance documents
- Build and maintain relationships with team members and colleagues across disciplines
- Attend webinars and training to stay current on best practices
You must be knowledgeable about group benefits, possess excellent problem-resolution and negotiation skills, be personable, maintain professionalism, and be willing to travel for client meetings. The role requires strong organizational skills, the ability to multitask and prioritize under tight deadlines, and cultural sensitivity when working with diverse teams and clients.
REQUIREMENTS:
- 2–5 years of relevant experience or equivalent combination of experience, skills, and education (including non-traditional degree programs, certifications, or job training programs) preferred
- Bachelor's degree preferred
- Health and Life Insurance License mandatory
- Intermediate or higher proficiency with Microsoft Office and Adobe
- Knowledge of employee benefits, compliance, and payroll
- Ability to read, analyze, and interpret SBCs, technical procedures, insurance regulations, and governmental regulations
- Strong written and verbal communication and interpersonal skills
- Ability to work independently and as part of a team
- Discretion in presentations, correspondence, and communications with staff, clients, and leadership
