Optimyl Benefits · 15 hours ago
Account Manager
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $60K/yr
2+ years expOptimyl Benefits is a company focused on providing accessible healthcare plans for small employers. They are seeking an Account Manager to enhance the broker and client experience while managing existing business relationships.
Employee BenefitsFinancial ServicesHealth InsuranceInsurance
Responsibilities
Manage ongoing service relationships with brokers and employer clients in the small and mid-sized employer market
Support retention and renewal efforts through proactive, high-quality client service
Serve as a primary point of contact for service-related inquiries and issue resolution
Use internal systems and tools (CRM, reporting, surveys) to track performance and support continuous improvement
Coordinate with third-party vendors to ensure service delivery meets Optimyl standards
Partner cross-functionally with Sales, Underwriting, and Operations teams
Gather and share broker and client feedback to inform product, pricing, technology, and marketing decisions
Maintain working knowledge of agent licensure requirements and commission processes
Qualification
Required
Bachelor's degree or equivalent relevant experience
2–5+ years of experience in account management, customer service, or sales within health insurance or employee benefits
Proven ability to manage multiple accounts and priorities effectively
Strong relationship management and problem-solving skills
Proficiency with Salesforce or a comparable CRM, and standard business tools (Outlook, Excel, PowerPoint)
Excellent written and verbal communication skills
Ability to work independently and collaborate effectively in a remote environment
Insurance license required by law; company-sponsored if not already held and must be obtained within 60 days of hire
Preferred
Experience supporting small and mid-sized employer health plans (level-funded, self-funded, stop loss, or fully insured preferred)
Benefits
Competitive compensation
Comprehensive health coverage (medical, dental, vision)
Employer-paid life insurance and disability coverage
401(k) retirement plan with employer match
Generous paid time off and company holidays
Company
Optimyl Benefits
Optimyl Benefits offers healthcare plans designed for small employers, focusing on affordability and quality.
51-200 employees
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase