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Benefits Account Manager Certification (Third Edition)


Course Instructors

Carol Taylor
Carol Taylor
Committee Member
Susan Rider
Susan Rider
Vice President of Employee Benefits & Human Capital Strategies at Gregory & Appel Insurance
Amy Perry
Amy Perry
Account Manager at OneDigital

About the Course

The role of the account manager became 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 management 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 guidance to assist them in client compliance. 

Delivery will consist of online lectures paired with written versions of the curriculum that covers definitions and includes quiz exercises to ensure comprehension. Each module will consist of 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 Manger 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

Online Cost

The cost of the Benefits Account Manager Certification course is $495 for members and $645 for non-members (refund policy), which includes online instruction in eight 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 Benefits Account Manager certified. Continuing education credits have been filed in all 50 states. Please check your state’s CE approval status prior to purchasing the course.

Classroom Cost

Online Format

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



REBC® Designation Elective

The NAHU Benefits Account Manager Certification (Third Edition) is an elective of the Registered Employee Benefits Consultant® designation. Earning the REBC designation elevates your credibility as a professional and prepares you to best serve your clients. By completing the NAHU Benefits Account Manager Certification (Third Edition) you will be one step closer to obtaining the designation. Click here to access more information about the REBC designation, including the learning objectives and curriculum.


Click here for the print version of the course description.

Classroom Format

Have Questions?

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