Account Manager

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

📋 Description

• Collaborates closely with Benefits Consultants to manage the assigned book of business.

• Maintains a comprehensive timeline of project deliverables and responsible parties for the assigned book of business.

• Oversees daily tasks related to the development and implementation of client employee benefit packages.

• Completes and/or coordinates quotes and proposals for all new and renewal business.

• Aids in renewals and new business applications.

• Assists with communications, follow-up, and distribution of applications to carriers.

• Monitors and maintains the Mail Folder.

• Gathers missing information from groups and sends approval letters to clients.

• Updates census, policy information, and commissions for all accounts and policies in Microsoft CRM.

• Attaches applications to the appropriate client file in Microsoft CRM.

• Aids in preparation for open enrollment meetings and may be asked to facilitate as necessary.

• Coordinates presentation materials and processes all outgoing packages, shipments, mail, etc., for the assigned book of business.

• Supports client relationships through the development of proactive communications.

• Comfortable conducting client education and service transactions via email and telephone.

• Assists clients with 5500 form filings, as applicable.

• May be required to travel for training or conferences, which may necessitate an overnight stay.

⛳️ Requirements

• 2+ years of relevant job experience.

• Proficient in Microsoft Office products.

• Strong working knowledge of all Microsoft Office products, particularly Excel and PowerPoint.

• Previous experience in a broker agency or benefit administration firm.

• Familiarity with employee benefits and group insurance products.

• Excellent customer service skills.

• Bachelor’s degree preferred.

• Familiarity with database applications is a plus.

• Current Life and Health license.

🏝️ Benefits

• Health, pharmacy, long and short-term disability, vision, dental, and other insurance solutions.

• Reimbursement of job-related expenses according to company policy.

• Employee perks and discounts.

• Health, wellbeing, retirement, and other financial benefits.

• Paid time off.

• Overtime pay for non-exempt employees.

• Robust learning and development programs.