Account Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as the main point of contact for a designated portfolio of small group employer clients, addressing daily service requirements at a high volume through phone and email.

• Develop and sustain strong relationships with clients and carriers via consistent, proactive communication through phone and email; conduct virtual meetings (Teams) for discussions regarding open enrollment and renewals as necessary.

• Address high-level client service concerns with professionalism and urgency, assigning them to internal operations teams when appropriate, and ensuring follow-through to achieve resolution.

• Maintain clear accountability for client issues — triaging incoming requests, directing them to the appropriate internal team, and confirming completion on behalf of the client.

• Assist with the renewal process as needed, which includes coordinating with clients on plan options, collecting necessary information, and acting as the client's point of contact for any inquiries or concerns that arise during the renewal period.

• Proactively identify and pursue opportunities for cross-selling, recommending new or additional lines of coverage that meet client needs.

• Aid clients with compliance-related inquiries involving ERISA, COBRA, FMLA, and Health Care Reform, escalating to the appropriate resources when necessary.

• Ensure accurate, organized, and up-to-date client records in the CRM system; consistently document all client interactions, service issues, and renewal activities.

• Manage a large volume of accounts with strong organizational discipline — prioritizing tasks, adhering to deadlines, and proactively managing the client calendar to stay ahead of renewals and significant dates.

• Keep informed about carrier products, plan designs, underwriting guidelines, and legislative changes by attending carrier meetings, webinars, and training sessions.

• Actively engage in team meetings and huddles, contributing to collective goals related to client retention and service excellence.

• Support special projects, process enhancements, and new service development as assigned.

⛳️ Requirements

• Associate's degree preferred; a minimum of two (2) years of experience in small group employee health benefits or a related insurance field.

• Strong understanding of small group insurance products, carrier procedures, and plan design — encompassing medical, dental, vision, life, STD, and LTD.

• Awareness of carrier submission requirements for new business and renewals.

• Familiarity with compliance regulations including ERISA, COBRA, FMLA, and ACA/Health Care Reform.

• Insurance Producer's License is required.

• High proficiency in Microsoft Office (Word, Excel, Outlook); comfortable using web-based tools and CRM systems.

• Outstanding verbal and written communication skills; capable of interacting effectively with clients, carriers, and internal team members at all levels.

• Exceptional organizational abilities with the capacity to manage a high-volume book of business, prioritize competing demands, and consistently meet deadlines in a fast-paced setting.

• Proven ability to problem-solve, triage service issues, delegate tasks effectively, and ensure resolution.

• A collaborative team player with a proactive, client-first approach.

🏝️ Benefits

• Access to medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching.

• Generous paid time off programs, including company holidays, vacation and sick days, and new parent leave.

• Potential eligibility for restricted stock units and/or a deferred compensation plan.