Account Manager

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Manage assigned client service deliverables independently while contributing to client strategy through analysis, recommendations, and execution.

• Work closely with Senior Account Managers and Account Managers to implement strategy deliverables for designated client accounts.

• Keep internal client documentation up to date, take ownership of tasks and deliverables, respond to client inquiries, and oversee project plans.

• Draft RFPs and RFIs, coordinate proposals from insurance carriers, create Executive Summaries, track timelines, and take part in implementation.

• Maintain current and historical plan designs, process maps, rates, plan documents, and client information within the client database.

• Conduct certificate and contract reviews, analyze plan designs, and perform benchmarking.

• Engage in client claim audits, execute audit criteria, summarize findings, and provide insights, analysis, and recommendations.

• Identify, evaluate, resolve, and escalate issues as necessary.

• Develop relationships with Account Executives, Senior Account Managers, clients, and insurance carriers.

• Counsel clients on insurance plans, assess plan options, interpret data and market benchmarks, and formulate recommendations.

• Coordinate resources to address client issues, utilizing independent judgment to prioritize needs and determine solutions.

• Attend client meetings and offer consultations.

• Leverage group insurance expertise to assist clients with inquiries regarding plans and resolve issues.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• At least 5 years of experience in a similar position at a comparable level within Group Insurance.

• Extensive knowledge of short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, as well as dental and vision.

• Strong technical understanding of contracts, plan design, claim processes, and vendor capabilities.

• Exceptional interpersonal, verbal/written communication, and presentation skills are essential.

• Proficiency in Microsoft Office applications is required.

• Capability to work both independently and collaboratively in a virtual environment.

• Detail-oriented with excellent organizational skills; ability to prioritize tasks, manage multiple projects at once, and meet strict deadlines and turnaround demands.

• Ability to establish credibility with organizational stakeholders and clients through confident, integrity-driven communication and actions.

• Proactive, action-oriented mindset with a sense of ownership over tasks and next steps.

• Must possess an active license (Life, Accident, and Health License) or be willing to obtain it within the first 6 months of employment in the state of residence.

• Experience with Salesforce is preferred.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts