Licensed Account Manager

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