Account Manager- Remote, 8am-5pm MT
$59,446–$83,928 year
HybridPhoenix, Arizona, United States or Westlake Village, California, United States
Job Summary
Oversee a portfolio of complex clients by managing renewals and open enrollment, collaborating with Account Executives to select plan options and coordinating census data analysis for tailored strategies. Conduct in-depth benefit analysis to recommend strategic enhancements and additional coverage lines while utilizing CRM platforms to track renewals, upsells, and Co-Broker commission splits. Communicate with brokers and sales consultants to present renewal options and assist with carrier transitions, ensuring compliance with carrier guidelines and industry regulations. Provide mentorship to less experienced team members, support new business onboarding, and participate in cross-functional initiatives to improve service delivery. Maintain a client-first approach to ensure satisfaction and long-term retention while managing competing priorities in a dynamic environment.
Required Qualifications
- Minimum of a high school diploma or equivalent
- Minimum 3 years of prior experience as an Account Manager or a combination of education and prior insurance experience that would provide an equivalent background in terms of insurance knowledge and experience
- Must hold and maintain Life & Health License by timely renewing license and completing all required continuing education courses
- Strong understanding of employee benefits products, contributions, and pricing models
- Advanced proficiency in using Microsoft Office suite and Customer Relationship Management systems
- Communicates effectively and confidently across a variety of channels, tailoring messages to different audiences and ensuring clarity in both client and internal communications
- Delivers a high-quality customer experience by building trusted relationships, addressing complex client needs, and proactively managing account activities to ensure satisfaction
- Advanced analytical and problem-solving abilities with the capacity to interpret complex information
- Demonstrated ability to effectively manage competing priorities and deadlines in a dynamic environment, while maintaining accuracy and efficiency
- Proven ability to collaborate across teams and departments, contributing to shared goals and supporting cross-functional initiatives
- Full-time position, Monday to Friday, with overtime during peak periods, holidays, and weekends as requested
- Local travel will be required for client meetings or training sessions
- Remote work is permitted, with occasional in-office attendance required for meetings, training, and team collaborations
Desired Qualifications
- Advanced education or degree preferred
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