Account Manager

Description Please note: While our company operates fully remotely, we have a strong preference for candidates based in Southern California to facilitate in-person meetings with clients as needed.

Employee Benefits - Account Manager (Remote) We are a quickly growing insurance agency looking to add an experienced Account Manager (Employee Benefits) to assist with ongoing account management and client relationship maintenance. We want to deliver a friendly, proactive, and knowledgeable experience to clients - and make sure they get the most out of their Employee Benefits. Responsibilities •Ongoing account management and client relationship maintenance •Timely responses to emails, calls, and other client communications •Consult with and make recommendations for clients based on their unique needs •Work with stakeholders to implement a proactive renewal process for Large Group clients •Build decks and assist with presentation during pre-renewal, renewal, and open enrollment meetings •Schedule and coordinate client meetings for open enrollment and any other needs throughout the year •Work with stakeholders to develop strategic renewal plans for clients •Work with vendor partners to accommodate special strategies with clients as appropriate Qualifications •Active Health License •Thorough experience with both small-group and large-group clients •Excellent customer service skills •Ability to work efficiently within CRM and other computer/software tools •Time management and accountability in remote work setting