Benefits Account Manager Certification (Fifth Edition)
 CE Requested in all 50 states:  up to 10 hours
 Reading Materials -  Transcript
 Viewing Materials –  Video
 
 
The role of the account manager is vital, and it keeps the processes moving forward through the service provided to clients. Account managers have taken on many more duties traditionally reserved for producers and are critical in compliance efforts. The newly released training ensures professional success for the account manager and gives peace of mind to the producer that clients are taken care of professionally and skillfully.
  
The Benefits Account Manager Certification course aims to provide professionals with an understanding of account managers' complex and critical role in the health and benefits arena. The training will provide instruction to ensure that students understand the essential technical components of benefit plans and are better prepared to counsel their clients on the various products and assist them in client compliance issues. A multi-topic curriculum, case studies, and a study guide will be used as learning tools to help students prepare for their final exam. Delivery will consist of online lectures and written versions of the curriculum covering definitions and exercises to ensure thorough comprehension. 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 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 State

CE Rules by State

 Program Curriculum:  

• Role of the Account Manager 
• Account Manager Request for Proposal
• ACA Certification Curriculum- four segments of the certification training are included in the Benefits Account Manager course training requirements
  • Intro and Overview of the Program, Federal Regulation, Individual and Group Market Pre ACA, and Major ACA Changes 
  • Overarching Principles Part I and II
  • Employer Mandate
• Introduction to Self-Funding
• Civics for the Account Manager and Broker

NABIP Course Refund Policy: In order to be eligible for a course refund, the student will have to request a refund within one year of the purchase date. In addition, the course must be intact, meaning the student has not begun the course. If the student is entitled to a refund, NABIP will refund the purchase price using the original method of payment.
 
 
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