Regional Account Manager

Job Summary

Independently managing a book of Executive Benefits accounts, the full-time Regional Account Manager will serve as the primary relationship partner for clients, brokers, and internal teams, delivering effective enrollment and service solutions in a remote environment.

Key responsibilities

• Manage client and broker inquiries, service needs, and communications with professionalism
• Collaborate with internal teams to resolve issues and enhance the overall customer experience
• Utilize data and reporting to monitor account activity and support decision-making

Required qualifications

• Experience in account management, customer service, or relationship management, preferably in insurance or Executive Benefits
• Proficiency in Microsoft 365 tools, Excel, and internal systems
• Strong organizational skills with the ability to manage multiple priorities
• Proactive, solution-oriented mindset with a focus on process improvement
• Ability to build trust and communicate effectively with clients and partners