Account Manager

TL;DR

Account Manager (Benefits/Insurance): Manage an assigned book of business as an operational liaison between Benefits Consultants, clients, and hirify.global’s shared services teams with an accent on renewal management, new product implementation, and escalated issue resolution. Focus on coordinating day-to-day delivery workflow, maintaining client record data integrity in Microsoft CRM, and supporting client retention through proactive communications and carrier engagement.

Location: Remote (Texas)

Salary: $60,000–$90,000 per year

Company

hirify.global provides insurance and benefits solutions for employers, including health and pharmacy coverage.

What you will do

• Work closely with Benefits Consultants to service an assigned book of business.
• Maintain timelines for project deliverables and responsible parties.
• Manage day-to-day tasks for development and deployment of client employee benefit packages.
• Coordinate quotes, proposals, renewals, and new business applications, including communications and distribution to carriers.
• Update census, policy information, and commissions in Microsoft CRM; attach applications to client files.
• Support open enrollment preparation, client education via email/telephone, and 5500 form filings as applicable.

Requirements

• Location: Must be based in Texas (Remote-Texas)
• 2+ years of applicable job experience.
• Excellent written and verbal communication skills; strong organizational and detail-oriented approach.
• Proficiency with Microsoft Office (most important: Excel and PowerPoint) and working knowledge of Microsoft Office products.
• Prior experience in broker agency or benefits administration firm; familiarity with employee benefits and group insurance products.
• Current Life and Health license.

Culture & Benefits

• Base pay range of $60,000–$90,000 per year, with potential variable compensation, commission, and/or annual bonus.
• Health, wellbeing, retirement, and other financial benefits; paid time off; overtime pay for non-exempt employees.
• Reimbursement of job-related expenses per company policy; learning and development programs.
• May require travel for training or conferences, potentially with overnight stays.

Hiring process

• Application review with consideration of qualifications and required licensing.
• Interviews and evaluation of communication, organization, and client service capabilities.