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 NABIP 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 video and 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

  • Chapter One: Role of the Account Manager  
  • Chapter Two: Account Manager Request for Proposal 
  • Chapter Three: Hello ACA  
  • Chapter Four: ACA Overarching Principles Part I 
  • Chapter Five: ACA Overarching Principles Part II 
  • Chapter Six: ACA Employer Mandate 
  • Chapter Seven: Introduction to Self-Funding 
  • Chapter Eight: Civics for the Account Manager and Broker

Continuing Education Credits

The Benefits Account Manager Certification course has been filed for continuing education credits in all 50 states. Please check your state’s CE approval status and rules prior to purchasing the course.

SHRM Credits

NABIP is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®.

This program is valid for 8 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.

Online Cost

The cost of the Benefits Account Manager Certification course is $495 for members and $645 for non-members (refund policy and privacy policy), which includes online instruction in eight one-hour webinar modules, a final exam and continuing education credits. Upon completion, the student will receive a certificate of completion as Benefits Account Manager certified.

Discounts are offered to NABIP Corporate Partners and company groups over 25. Please contact professionaldevelopment@nabip.org for a quote. 

Classroom Cost

Online Format

Course instruction will be delivered through NABIP's Online Learning Institute. For everything you need to know from creating an account to purchasing and accessing your course to taking the final exam, click here to access the user guide.

Coming Soon

REBC® Designation Elective

The NABIP Benefits Account Manager Certification (Fourth 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 NABIP Benefits Account Manager Certification (Fourth 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.

Classroom Format

Have Questions?

Contact Student Services with questions or comments at 844-257-0990 or professionaldevelopment@nabip.org.