Role OverviewThe Account Manager is the day-to-day contact on the Sales Team for a diverse book of business. You'll own the full client relationship: renewals, service, and everything in between. This is a high-activity role that rewards people who are detail-oriented, adaptable, and energized by variety.
What You Will Do
Manage renewals, service requests, and day-to-day needs across a mixed SMB book with select large group accounts. Build and maintain strong broker and employer client relationships that drive retention and referrals.
Why It Might Be a Fit
We're looking for someone who stays connected, communicates proactively, and holds themselves accountable without needing someone looking over their shoulder. You'll have opportunities to improve processes and contribute to documentation and reporting.
Requirements
- Bachelor's/College Degree, any field
- Minimum of 3 years' experience as an Account Manager or Account Coordinator
- 3 years' of work experience specializing in US health insurance, or employee benefits
- Life & Health insurance license in their state of residence
- Detail-oriented with a focus on continuous improvement and problem-solving
- Excellent planning and organizational skills with the ability to effectively manage multiple tasks to completion
- Proficient in Microsoft Office (Word, Excel, Teams, Outlook)
- Good interpersonal skills with the ability to effectively work and collaborate with individuals or group at all organizational levels
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HAS
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
- eligible annual bonuses
- equity
- commissions
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