Account Manager - Employee Benefits

Primary Responsibilities & Essential Functions

• Manage an existing block of group-level business, including small group renewals and ongoing account support.
• Aid brokers with cross-selling opportunities and complete additional responsibilities as assigned.
• Serve as a primary point of contact for clients' day-to-day service needs, including claims assistance, billing issues, benefit inquiries, and employee support.
• Communicate directly with insurance carriers, clients, and employees to resolve issues efficiently and accurately.
• Prepare and deliver client presentations, benefit education sessions, and online training via Microsoft Teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI technology to develop reports, presentations, and client-facing materials.
• Maintain accurate records and documentation while ensuring compliance with insurance regulations.
• Take on new tasks and responsibilities as assigned, with training and support from management.

Skills & Abilities

• Strong understanding of the health insurance benefits industry with demonstrated subject matter expertise.
• Ability to thrive in a fast-paced environment while multitasking, working both independently and collaboratively, and maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, Canva, and AI technologies.
• Ability to type 60-80 words per minute with a high level of accuracy.
• Willingness to take on new responsibilities and adapt to evolving business needs.

Education & Experience

• Minimum of two (2) years of customer service experience in employee benefits, including medical, dental, vision, and ancillary products, with direct interaction with carriers, clients, and employees.
• Active Maryland Health & Life Insurance license required, with willingness to obtain licensure in Washington, DC and Viriginia (company covers all licensing fees and continuing education requirements).
• Experience in public speaking and conducting virtual training sessions.

Working Conditions

• This is a fully remote position.
• Must have a dedicated, professional home workspace that is free from distractions.
• Full-time childcare/daycare arrangements must be in place during working hours.
• Work involves prolonged periods of sitting and extensive computer use.
• Regular interaction with clients, carriers, and internal team members via phone, email, and virtual meetings.
• Fast-paced, deadline-driven environment requiring flexibility and strong organizational skills.