Benefits Account Manager Certification

Account managers employers expect them to serve as the primary relationship owner for an assigned group of top tier client accounts with demonstrating ownership for retention and growth. With the completion of this course account managers will ensure clients derive maximum value from their services, prepare implementation plans and lead client onboarding; present content strategy and play an integral part of their client’s annual plan. Delivery will consist of online lectures paired with written versions of the curriculum that covers, definitions, and includes quiz exercises to ensure comprehension.
Program Curriculum Objectives:
- Review of the Benefit Account Manager course
- Working with carriers
- Working with clients
- ERISA
- COBRA
- Human Resources & Benefits Administration
- Taxation & Benefit Programs
- Cafeteria
- Claims and Cost of Care
- Technology
Optional Credits
If you take this course you may also choose to earn the following additional credits:
- Insurance Continuing Education
- SHRM Recertification Program
Click here to see if this course is approved for Insurance CE in your state.
Exam Details
* A proctor may be required if Insurance Continuing Education credits are included with your course.
Course Availability
If purchased today, this course must be completed by July 20, 2027 (365 Days)

