Employee Benefits Account Manager - Remote

Overview

This remote role offers the opportunity to manage a portfolio of employee benefits accounts while leveraging back-office support to focus on client relationships and business growth.

In Short

• Manage day-to-day servicing of employee benefits accounts and act as the primary client contact.
• Develop and maintain strong relationships with clients, carriers, and internal teams.
• Oversee policy renewals, new business placements, and account growth opportunities.
• Ensure compliance with company servicing standards.
• Provide recommendations and clarification on policy coverages.
• Deliver timely and professional responses to client inquiries.
• Identify opportunities to improve efficiency and optimize account management processes.
• Maintain a paperless workflow and perform other duties as assigned.

Requirements

• 3 to 5+ years of experience in Employee Benefit Retail Insurance.
• Active Life & Health Insurance License.
• Strong proficiency with core benefits insurance coverages.
• Excellent verbal, written, and professional communication skills.
• Highly organized and detail-oriented.
• Demonstrated initiative and ability to maintain confidentiality.
• Comfortable working with offshore teams.
• Proficiency with Microsoft Office.

Benefits

• Competitive salary with benefits and paid time off.
• Fully remote position within the United States.
• Flexible work environment supported by collaborative teams.
• Opportunities to develop and grow professionally.