Account Manager - Employee Benefits

CHOICE FINANCIAL GROUP LLC is an EEO Employer - M/F/Disability/Protected Veteran Status


Position Description:

We are seeking an experienced and client-focused Account Manager to support our group employee benefits clients. This role requires deep knowledge of health and ancillary insurance products, strong customer service skills, and the ability to manage multiple priorities in a fast-paced environment. The Client Advocate serves as a key liaison between clients, carriers, employees, and brokers, ensuring a high level of service and expertise.

Primary Responsibilities & Essential Functions

• Manage an existing block of group-level business, including small group renewals and ongoing account support.
• Assist brokers with cross-selling opportunities and complete additional responsibilities as assigned.
• Serve as a primary point of contact for clients' day-to-day service needs, including claims assistance, billing issues, benefit inquiries, and employee support.
• Communicate directly with insurance carriers, clients, and employees to resolve issues efficiently and accurately.
• Prepare and deliver client presentations, benefit education sessions, and online training via Microsoft Teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI technology to develop reports, presentations, and client-facing materials.
• Maintain accurate records and documentation while ensuring compliance with insurance regulations.
• Take on new tasks and responsibilities as assigned, with training and support from management.

Skills & Abilities

• Strong understanding of the health insurance benefits industry with demonstrated subject matter expertise.
• Ability to thrive in a fast-paced environment while multitasking, working both independently and collaboratively, and maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, Canva, and AI technologies.
• Ability to type 60-80 words per minute with a high level of accuracy.
• Willingness to take on new responsibilities and adapt to evolving business needs.

Education & Experience

• Minimum of two (2) years of customer service experience in employee benefits, including medical, dental, vision, and ancillary products, with direct interaction with carriers, clients, and employees.
• Active Maryland Health & Life Insurance license required, with willingness to obtain licensure in Washington, DC and Viriginia (company covers all licensing fees and continuing education requirements).
• Experience in public speaking and conducting virtual training sessions.

Working Conditions

• This is fully remote position.
• Must have a dedicated, professional home workspace that is free from distractions.
• Full-time childcare/daycare arrangements must be in place during working hours.
• Work involves prolonged periods of sitting and extensive computer use.
• Regular interaction with clients. carriers, and internal team members via phone, email, and virtual meetings.
• Fast-paced, deadline-driven environment requiring flexibility and strong organizational skills.

Benefits

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

Please visit our careers page to see more job opportunities.