Account Manager - Remote

Overview

The Account Manager is responsible for managing a designated book of business, partnering closely with Benefits Consultants to ensure client satisfaction and operational efficiency in delivering employee benefits.

In Short

• Oversee day-to-day operations of assigned client accounts.
• Ensure timely and accurate delivery of service commitments.
• Collaborate with internal teams for smooth execution of benefit programs.
• Support open enrollment and renewal processes.
• Track and manage plan changes and implementations.
• Conduct post-renewal audits for accuracy and compliance.
• Maintain accurate records in CRM and account management systems.
• Work independently and as part of a team.
• Communicate effectively with clients and internal stakeholders.
• Adapt to changing client and industry needs.

Requirements

• 2+ years of applicable job experience.
• Current Life and Health license required.
• Strong organizational and time management skills.
• Excellent verbal and written communication abilities.
• High attention to detail and accuracy.
• Proficiency in Microsoft Office Suite required.
• Familiarity with employee benefits and group insurance products.
• Bachelor’s Degree preferred.
• Experience with CRM or benefits administration platforms 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.