Benefits Account Manager Certification Course
Delivered Online SELF-STUDY

This certification course aims to provide account manager professionals with an understanding of an account manager's complex and critical role in the health and benefits arena.

The training will provide instruction to ensure students understand the key technical components of benefit plans and are better prepared to counsel their clients on the various products.  A multi-topic curriculum, accompanied by case studies and a study guide, will be used as a learning tool to help students prepare for their final exam.

Delivery will consist of online lectures paired with video and written versions of the curriculum that support technical terms, exercises, and definitions within the subject matter.

Each module will include an hour of detailed information covering various compliance issues, multiple-market disciplines, and the general primary functions of an account manager when supporting the producing advisor in handling and processing new and renewal business and ongoing service.

It’s understood that the title account manager will vary. However, these individuals in the agency keep the processes moving forward through the service they provide to their clients (internally and externally).  Account managers should be empowered by their producers to take an active role in serving their clients, and this training ensures guaranteed professional success.

Course instruction will be delivered through NABIP’s Online Learning Institute.

Course Summary:
•  Role of the Account Manager
•  Account Manager Request for Proposal
•  ACA Then and Now
•  ACA and Its Impact on Health Insurance Policies
•  ACA and Its Impact on Health Insurance Markets
•  Employer Mandate
•  Introduction to Self-Funding
•  Civics for the Account Manager and Broker