Account Manager

Job Summary

Working remotely in a full-time capacity, the Account Manager will serve as the primary support for brokers and employers, guiding them through plan implementations, managing inquiries, and collaborating with internal teams to enhance service delivery in the health insurance sector.

Key Responsibilities

• Respond promptly and professionally to broker and employer inquiries via email and phone
• Guide brokers through onboarding and health plan implementation, ensuring accurate setup and documentation
• Manage the renewal process and support ongoing plan management, including issue resolution and updates

Required Qualifications

• 2+ years of experience in a customer-facing role within the health insurance or employee benefits industry
• Strong understanding of health plan structures, terminology, and processes
• Experience using CRMs and ticketing systems; familiarity with HubSpot and/or Retool is a plus
• Ability to manage multiple priorities simultaneously in a fast-paced environment
• Proactive communicator with a working knowledge of health plan sales and implementation