Account Manager- Hybrid

Account Manager

Hybrid, South Carolina

Position Summary

The Account Manager is responsible for supporting the Large Group and Level Funded business for our broker community, and carrier partners by analyzing health insurance RFPs (Requests for Proposal), ensuring accurate and timely quoting processes, and contributing to the effective delivery of group health proposals. This role demands precision, proactive communication, and a solid understanding of health insurance markets and carrier expectations. The ideal candidate possesses strong proficiency with Excel, the ability to synthesize complex data from multiple sources into a consistent format, and strong communication skills for collaboration with internal support specialists, sales consultants, and brokers. The ability to meet tight timeframes and deadlines is essential in this fast-paced environment.


Overview of Responsibilities

New Business Support

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy.
• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
• Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time.
• Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow.
• Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery.
• Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers.
• Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team.
• Ensure timely responses to emails, calls, and instant messages in line with department service level standards.
• Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines.
• Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor.

Client Communication

• Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes.
• Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications.
• Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams.

Collaboration & Team Support

• Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery.
• Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals.
• Participate in team meetings and contribute to problem-solving discussions and strategy sessions.
• Perform related responsibilities and additional tasks as needed to support team and business operations.

Market & Product Knowledge

• Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines.
• Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions.
• Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making.
• Review carrier proposals to ensure quotes include all requested details/plans

Expected Leadership Qualities

• Demonstrate outstanding judgment, honesty, and integrity in all responsibilities and decision-making.
• Take ownership of assigned tasks and follow through independently, ensuring accountability.
• Maintain a solutions-oriented mindset, proactively identifying inefficiencies and proposing improvements.
• Act as a role model for responsiveness, accuracy, and service excellence within the team.

Additional Skills and Requirements

• High School diploma or equivalent required.
• Preferred 1-3 years of experience in a healthcare, insurance, or broker support role.
• Strong proficiency in Microsoft Excel; experience with CRM systems like Salesforce is highly preferred.
• Possesses strong verbal and written communication skills to clearly convey information and respond professionally to client inquiries.
• Demonstrates strong interpersonal skills and a customer-first mindset. Able to handle routine client interactions with professionalism and responsiveness.
• Strong analytical and problem-solving skills and attention to detail.
• Adept at managing multiple tasks and prioritizing in a fast-paced environment.
• Capable of working independently and collaboratively with own and other teams.

Working Conditions

• While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities.
• Full-time, Monday to Friday, with overtime during peak periods, holidays, and weekends as directed by management.
• Minimal travel may be required for client meetings or training sessions.

Compensation

• Hourly Range: $23.06 - $36.17 per hour
• The actual compensation may vary from posting based on work experience, education, skill level, and/or geographic location.
• * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
• We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
• As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our "Duties & Responsibilities" section, please apply! We look forward to hearing from you!