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Benefits Account Manager Certification


Course Instructors

Carol Taylor
Carol Taylor
Susan Rider
Susan Rider
Amy Adams
Amy Adams

About the Certification

The role of account manager has become increasingly important since the passage of the ACA. It is the account manager 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 account manager 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.

Course Highlights

  • Role of the Account Manager
  • Account Manager Request for Proposal
  • Implementation of Healthcare Reform
  • Patient Protection, Rescissions, Simple Cafeteria Plans & Account Based Plans
  • Health Insurance Exchanges for Individual & Small Employers
  • Employer Mandate
  • Introduction to Self-Funding
  • Self-Funding Stop Loss
  • Self-Funding, Funding Options & Maximum Claims

Online Cost

The cost of the training program is $495 for members and $645 for non-members, which includes online instruction in nine one-hour webinar modules, a final exam and continuing education credits (status by state and rules). Upon completion, the student will receive a certificate of completion as a Benefits Account Manager. Continuing education credits filed in all 50 states.

Classroom Cost

Online Format

Course instruction will be delivered through NAHU's Online Learning Institute


Classroom Format

Have Questions?

Contact Student Services with questions or comments at 844-257-0990 or