Account Manager, Employee Benefits - Remote

Overview

The Account Manager is responsible for day-to-day management of their assigned book of business, ensuring service deliverables meet and exceed client expectations while providing health and insurance solutions.

In Short

• Manage and maintain an assigned book of business.
• Serve as the main point of contact for clients.
• Conduct needs analysis and strategy calls.
• Advise clients on cost reduction and competitive benefits options.
• Assist clients with 5500 form filings.
• Build relationships through proactive communications.
• Conduct regular face-to-face meetings with clients.
• Communicate industry trends and changes.
• Manage complex accounts and high-level service deliverables.
• Provide leadership within the extended service team.

Requirements

• 3+ years of experience in account management or consultative role.
• Prior experience in a broker agency or benefit administration firm.
• Current Life and Health license.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to thrive in a fast-paced environment.
• Familiarity with quoting processes and tools.
• Bachelor’s Degree preferred.
• Experience with database applications is a plus.

Benefits

• Health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses.
• Employee perks and discounts.