Benefit Quest, Inc. ยท 1 month ago
Future Opening: Benefits, Individual Insurance & Financial Services Account Manager
United States
Full-time
Remote
Mid Level
$55K/yr - $65K/yr
3+ years expBenefit Quest, Inc. is an Independent Insurance Agency that provides Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401(k), and Financial Services. They are seeking a highly organized and service-driven Account Manager to manage a diverse client base, serve as a trusted advisor, and deliver holistic solutions across multiple service areas including employee benefits, individual insurance, and financial services support.
Insurance
Responsibilities
Serve as the primary contact for assigned clients across benefits, individual insurance, and financial services
Provide responsive service, addressing inquiries related to eligibility, claims, billing, COBRA, enrollments, terminations, and policy servicing
Identify opportunities to improve programs, strengthen employee satisfaction, and cross-sell additional solutions
Maintain accurate records of client interactions in agency management and CRM systems
Manage assigned small group accounts including medical, dental, vision, life, and ancillary products
Collaborate with carriers to resolve claims, billing, and enrollment issues
Collect and review census data, tax documentation, and other materials for underwriting and audits
Prepare and deliver presentations on plan design, compliance, cost containment, and wellness
Provide quotes, recommendations, and support for individual health and international travel insurance
Assist with applications, enrollment, renewals, and policy maintenance
Schedule and conduct client and prospect meetings to review goals and recommend solutions
Prepare proposals, complete applications, and track progress through underwriting
Maintain ongoing communication with clients, including periodic check-ins and annual reviews
Process updates to client information, policy details, beneficiaries, and account records
Build relationships with carrier reps to stay informed on financial product offerings and share updates with clients
Qualification
Required
Current Life & Health Insurance License (required or must obtain within 90 days)
3+ years of experience in employee benefits, account management, or financial services
Knowledge of group benefits, individual health and travel insurance, and financial products
Familiarity with Northeast regional carriers (Anthem, Horizon, Oxford, Guardian, UnitedHealthcare)
Excellent communication, problem-solving, and relationship-building skills
Ability to analyze data, identify trends, and provide recommendations
Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment
Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms
Benefits
Comprehensive health, dental, vision, disability, and life insurance.
401(k) retirement plan with company match.
Paid time off and company holidays.
Ongoing professional development, training, and career advancement.
Company
Benefit Quest, Inc.
Providers of Insurance and Employee Benefit Programs for corporations and professionals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase