Account Manager – Employee Benefits

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

📋 Description

• Act as the main point of contact for a portfolio of small group employer clients.

• Oversee high-volume daily client service requirements via phone and email.

• Develop and sustain relationships with clients and carriers through proactive outreach.

• Facilitate virtual Teams meetings for discussions on open enrollment and renewals.

• Manage, triage, delegate, and ensure follow-through on significant client service matters.

• Assist with renewals by organizing plan options and collecting necessary information.

• Identify and seek out cross-sell opportunities for additional coverage options.

• Provide assistance with ERISA, COBRA, FMLA, and Health Care Reform compliance inquiries.

• Keep precise client records and document interactions in the CRM system.

• Oversee client calendars, renewals, deadlines, and competing priorities.

• Stay informed about carrier products, plan designs, underwriting guidelines, and legislative updates.

• Engage in team meetings, huddles, special projects, process enhancements, and new service development initiatives.

⛳️ Requirements

• Fluency in the English language is mandatory.

• An active Life & Health Insurance License is required.

• An Insurance Producer's License is necessary.

• A minimum of two (2) years of experience in small group employee health benefits, ideally within a health insurance brokerage setting.

• Strong grasp of small group insurance products, carrier processes, and plan design, which includes medical, dental, vision, life, STD, and LTD.

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

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

• Must hold a license in Texas, New York, New Jersey, Maryland, Massachusetts, and/or Maine.

• Capability to work during eastern or central business hours.

• An Associate's degree is preferred.

• Strong proficiency in Microsoft Office (Word, Excel, Outlook), web-based tools, and CRM systems.

• Ability to manage a high-volume book of business, prioritize competing demands, and adhere to deadlines.

• Skills in problem-solving, triaging service issues, delegating effectively, and ensuring resolution.

• Ability to lift up to 25 lbs.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Company holidays, vacation, and sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.

• Remote work arrangement.