Licensed Account Manager

Job Summary

To support a growing team, the full-time remote Licensed Account Manager will manage client appointments, coordinate schedules for benefit counselors, and provide exceptional customer service while maintaining accurate client records.

Key responsibilities:

• Schedule and manage appointments for benefit counselors, ensuring efficient daily operations
• Respond to client inquiries via phone and email, providing information on benefit enrollment and scheduling
• Assist with administrative tasks, including data entry and report preparation, while maintaining client confidentiality

Required qualifications:

• High school diploma or GED required
• Must possess a valid license
• Independent and self-motivated with the ability to thrive in a fast-paced environment
• Knowledge of Vertafore products is a plus
• Proficiency in Microsoft Office and AMS360 & Image Right