Benefits, Individual Insurance & Financial Services Account Manager
26 days ago
New York
Job DescriptionEmployee Benefits, Individual Insurance & Financial Services Account Manager Location: Fully Remote – Northeast U.S. Region Employment Type: Full-Time Department: Client Services About UsBenefit Quest is an Independent Insurance Agency providing Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401(k), and Financial Services to business decision-makers and individuals. We pride ourselves on delivering exceptional client service, innovative solutions, and strategic guidance that helps clients achieve their goals. Position OverviewWe are seeking a highly organized, service-driven, and versatile Account Manager to join our team. This is a combined role spanning employee benefits, individual and travel insurance, and financial services support. The successful candidate will manage a diverse client base, serving as a trusted advisor to businesses and individuals. This position requires a strong foundation in employee benefits, comfort with individual insurance products, and the ability to identify financial planning needs. It is ideal for someone who thrives in a dynamic environment, enjoys variety, and wants to deliver holistic solutions across multiple service areas. Key Responsibilities Client Service & Relationship Management • 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.Employee Benefits, • 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.Individual & Travel Insurance, • Provide quotes, recommendations, and support for individual health and international travel insurance., • Assist with applications, enrollment, renewals, and policy maintenance.Financial Services Support, • 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.Qualifications, • 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, • Competitive salary commensurate with experience., • 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.We are an equal opportunity employer committed to creating a diverse, inclusive workplace where all employees thrive.