Account Manager

Job Summary

To support client satisfaction, the full-time remote Account Manager will manage a portfolio of clients, ensuring exceptional service through day-to-day interactions and collaboration with operational teams.

Key responsibilities:

• Prepare and send requests for proposals to insurance carriers while managing client inquiries and requests
• Develop and maintain client relationships, coordinating with senior team members to ensure compliance and service excellence
• Create and update client files and reports, assisting in the implementation of client projects and corporate wellness programs

Required qualifications:

• Associate's degree (or equivalent); BA/BS preferred
• Over 3 years of client service experience in the industry
• Knowledge of benefits administration and healthcare reform
• Ability to obtain necessary licenses if required
• Strong skills in Microsoft Excel and PowerPoint