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plante moran

Experienced Hires

Account Manager / Client Service Representative - Group Benefits Advisory

  • Location: United States, Michigan, Auburn Hills

Date published:


From day one, experience our difference. Plante Moran Group Benefits Advisors II (PMGBA II), an affiliate entity of Plante & Moran, PLLC (PM), provides consulting and brokerage services to help clients create sustainable employee health and welfare benefit plans that are cost effective and help clients attract and retain talent.  Our rapid growth and increasing demands for our services has created a need for a highly motivated individual to join PMGBA II as an Account Manager / Client Service Representative in our Auburn Hills office.

Your role.

Your work will include, but not be limited to:

·         Account management for all group benefit plan sponsors including: 

o    Implementation

o    Employee open enrollment and communications

o    Assisting internal staff with report production/delivery

o    Assist/work with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics

·         Assist clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc.

·         Maintain client relationship management/mailing list

·         Distribute periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients

·         Assist with carrier reporting, commission payments, Schedule A 5500 reporting, etc.

·         Support and participate in practice development

·         Assist practice leadership in developing more efficient methods to support client plan management

The qualifications.

·         College degree preferred but not required

·         5 or more years of experience in a group health insurance agency, health insurance company, third party administrator, benefit consulting organization, or role within a human resources department administering employer benefit plans is preferred

·         A general understanding of group insurance agent/broker, carrier, and/or third party administrator, and stop-loss markets.

·         Working knowledge of the independent agent group benefit market

·         Strong communications skills – verbal and written

·         Proficiency in working with Microsoft tools such as; Outlook, Word, Excel, PowerPoint

·         Excellent organizational skills and attention to detail

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For,” and “20 Best Workplaces in Consulting & Professional Services.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Experience our difference.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

The specific statements above are not intended to be all-inclusive.