The role of the account manager has become increasingly important and who keeps the processes moving forward through the service provided to clients. Account managers have taken on many more of the duties that were traditionally reserved for producers and are critical in compliance efforts. The new NAHU training ensures professional success for the account manager and gives peace of mind to the producer that clients will be taken care of professionally and skillfully.
The purpose of the Benefits Account Manager Certification course is to provide professionals with an understanding of the complex and critical role an account manager plays in the health and benefits arena. The training will provide instruction to ensure that students understand the key technical components of benefit plans and are better prepared to counsel their clients on the various products as well as key instruction to assist them in client compliance. 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 written versions of the curriculum that covers, definitions, and includes exercises to ensure comprehension. Each module will include an hour of detailed information covering a variety of compliance issues, multiple-market disciplines and the general primary functions of an account manager when supporting the producing agent/consultant in handling and processing new and renewal business as well as ongoing service.
Please check your state’s CE approval status prior to purchasing the course. CE State by StateProgram Curriculum:
- Role of the Account Manager
- Account Manager Request for Proposal
- NAHU's Employer-Sponsored Plans in a Post ACA Era Certification Curriculum- four segments of the certification training are included in the Benefits Account Manager course training requirements-
- ACA Then and Now
- ACA and Its Impact on Health Insurance Policies
- ACA and Its Impact on Health Insurance Markets
- Employer Shared Responsibilities
- Introduction to Self Funding
- Civics for the Account Manager and Broker
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