Remotery

Account Manager – Employee Benefits

atCBIZRemoteUS flagTennesseeFull-timeAccount ManagerMid-levelSenior$50k – $65k/year

Posted Jun 9

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

📋 Description

• Deliver service to a designated group of clients.

• Address moderately complex customer service issues directly.

• Serve as a dedicated resource for assigned accounts, engaging with clients directly (not via a call center).

• Cultivate relationships with employer/group clients (as opposed to individual members) and act as the primary contact for overall service delivery and daily operations.

• Advocate for the client internally and collaborate with other departments to implement client systems, complete projects, and meet ongoing service requirements.

• Elevate client concerns when necessary.

• Support client services management in facilitating client meetings as required.

• Enter data into relevant software for vendors, carriers, and clients within the stipulated timeframe.

• Manage employee communications related to enrollment.

• Engage in new client onboarding, renewals, and open enrollment meetings.

• Establish and maintain a strong business relationship with clients and vendors.

• Discuss applicable legislation and market trends with clients.

• Ensure compliance with all internal controls and procedures.

• Stimulate client interest in additional coverage options.

• Take on additional responsibilities as assigned.

• May offer guidance and mentorship to less experienced client service personnel.


⛳️ Requirements

• High School Diploma or GED is mandatory.

• 3 to 5 years of customer service experience in the insurance sector is required.

• Must hold current licenses and certifications pertinent to the area of expertise.

• Exhibits strong verbal and written communication skills across all organizational levels, both internally and externally.

• Possesses effective customer service abilities.

• Proficient in the use of relevant technology.

• Capable of working both collaboratively in a team setting and independently.

• Must be willing to travel based on client and business requirements.


🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching.

• Opportunities for professional development and continuing education.

• Flexible work environment and schedules.

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