Account Manager

• About Us — PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000 companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete, integrated HR solution supporting the full "hire-to-retire" lifecycle of HR services; PrismHR provides additional resources beyond technology and support, including the SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and various learning opportunities to help customers grow.
• Position Summary — The Account Manager is responsible for oversight and ongoing management of assigned clients; works with sales and support teams to implement new or renewing accounts, ensuring a high service level; maintains relationships with key client employees. Must be knowledgeable about group benefits, have excellent problem-resolution and negotiation skills, be personable, maintain professionalism, and be able to travel for client meetings.
• Essential Duties and Responsibilities —
• Coordinate and conduct implementations for new and renewing clients.
• Coordinate strategy meetings and document collection with Business Consultant.
• Market, analyze, and negotiate benefits and rates for all coverages.
• Request renewals from carriers.
• Conduct pre-renewal and renewal meetings (in person or via Zoom).
• Negotiate renewals with carriers; quote open market when necessary.
• Deliver final renewal to client and finalize benefit selections.
• Obtain applications and monitor benefit administration portals.
• Ensure all submissions are made in a timely manner (at minimum 15 days prior to the effective date).
• Perform first bill audits and host meetings with clients to discuss how open enrollment went.
• Ensure a high level of customer retention and satisfaction by building relationships with key contacts.
• Ensure high levels of service are delivered to all clients, including professional customer service to employees.
• Provide 24-hour response times to requests; if resolution cannot be obtained within 24 hours, keep lines of communication open with clients by providing status updates.
• Educate employees and key contacts on benefits and processes.
• Ensure all clients are compliant with benefits, contributions, and related requirements.
• Select and file compliance documents.
• Manage COBRA processes.
• Marginal Functions —
• Build, maintain, and promote relationships with team members, peers across disciplines, and other company colleagues to ensure effective coordination of communications and client services.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.
• Knowledge, Skills, and Abilities —
• Personal qualities of integrity and credibility.
• Ability to work independently and as part of a team.
• Use utmost discretion in presentations, correspondence, and communications with staff, clients, and leadership.
• Intermediate (or higher) knowledge of Microsoft Office and Adobe.
• Professional written and verbal communication and interpersonal skills.
• Strong organizational skills with the ability to multi-task and prioritize to meet deadlines.
• Knowledge of employee benefits, compliance, and payroll.
• Ability to read, analyze, and interpret SBCs, technical procedures, insurance regulations, and governmental regulations.
• Ability to respond effectively to sensitive inquiries and complaints.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Required Education & Experience —
• 2–5 years or equivalent combination of experience, skills, and education (including relevant non-traditional degree programs, certifications, or job training programs) preferred.
• Bachelor’s degree preferred.
• Required Licenses and/or Certifications —
• Health and Life Insurance License mandatory.
• Physical, Mental, & Communication Demands —
• Physical: Sedentary work primarily involves sitting for extended periods at a desk or computer; frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment; occasional walking in the office; ability to read and analyze data on a computer screen or in printed materials; minimal lifting (documents, light office supplies).
• Mental: Attention to detail for managing products, reports, and contracts; problem-solving and strategic planning for departmental needs; ability to manage multiple tasks and projects under tight deadlines; make informed decisions regarding benefits and account strategies; handle stressful situations calmly and effectively when dealing with client and employee concerns.
• Communication: Strong interpersonal skills to build relationships and communicate with employees, managers, clients, and external vendors; cultural sensitivity when communicating with individuals from diverse backgrounds; clear written communication for documentation, emails, and notes; effective verbal communication to lead planning sessions and team meetings and provide instructions and support; presentation skills for training sessions.
• Environmental Conditions — Indoor, office environment; occasional moderate noise from copiers, W-2 or check printers, or co-workers.
• This position is eligible for the following benefits —
• Health Insurance: Medical, dental, and vision coverage.
• Retirement Plan: 401(k) with company match.
• Paid Time Off: PTO, holidays, parental leave, and sick leave provided as required by applicable state law.
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

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