Account Manager (Group Insurance)

Location: Remote - Texas

Company

Provides insurance brokerage and risk management services with a merit-based culture focused on customer outcomes.

What you will do

• Independently manage assigned client service deliverables, project plans, documentation, inquiries, and follow-up actions.
• Prepare RFPs and RFIs, coordinate insurance carrier proposals, create executive summaries, monitor timelines, and support implementation.
• Maintain current and historical plan designs, process maps, rates, plan documents, and client information in the client database.
• Perform certificate and contract reviews, plan design analyses, benchmarking, and client claim audits.
• Evaluate insurance plan options, interpret data and market benchmarks, and develop recommendations for Account Executives and clients.
• Resolve or escalate complex issues, coordinate resources, attend client meetings, and collaborate with Account Executives, Senior Account Managers, clients, and carriers.

Requirements

• Bachelor’s degree.
• At least 5 years of experience in a similar role at a comparable level in Group Insurance.
• High-level knowledge of short-term disability, long-term disability, leave programs, life insurance, AD&D, voluntary benefits, dental, and vision.
• High-level technical knowledge of contracts, plan design, claim processes, and vendor capabilities.
• Excellent interpersonal, verbal and written communication, and presentation skills.
• Proficiency in Microsoft Office applications.
• Ability to work independently and collaboratively in a virtual environment with a self-directed, proactive approach.
• Detail-oriented organizational skills, including prioritizing, managing multiple projects, and meeting strict deadlines and turnaround requirements.
• Ability to establish credibility with internal stakeholders and clients through confident, integrity-based communication; must be actively licensed for Life, Accident, and Health or willing to obtain the license in the state of residence within the first 6 months.

Nice to have

• Experience with Salesforce.

Culture & Benefits

• Remote virtual working environment.
• Health benefits including medical/Rx, dental, vision, life, and disability insurance.
• Financial benefits including ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and additional benefits subject to eligibility and waiting periods.
• Commitment to diversity, inclusion, and equal employment opportunity.