A supplemental insurance and digital healthcare company which creates and distributes specialty employee benefits products and services is seeking to hire a Full-time Account Manager to provide professional and administrative support to the Client & Broker Services Department. This person will directly report to the Manager, Client Management for supervision purposes.   The Account Manager manages a book of business with a key focus on retention and client loyalty, while acting with a high degree of independent discretion, autonomy, and decision-making.  The Account Manager provides professional, courteous service to our clients, brokers and members, resulting in a rate of account retention that meets or exceeds expectations.


  • Respond to a variety of broker and client-level inquiries, from operational to informational; including day-to-day contact on the Broker and Client Services support lines
  • Develops and maintains good working relationships with clients, brokers and members
  • Develops renewal plan and delivers renewal offers to clients and brokers; follows-up to assure renewals are secured
  • Delivers superior customer services by maintaining contact with clients and making proactive calls on a regular basis
  • Distributes usage and engagement reports to key clients monthly or quarterly
  • Facilitates client onboarding and implementation in conjunction with Account Coordinator
  • Maintains detailed knowledge of new and existing products by closely working with colleagues
  • Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
  • Acts as liaison between brokers, clients and members to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve; troubleshoots claims and billing issues
  • Responsible for overall retention of accounts in assigned book of business
  • Manages, organizes, and conducts client meetings when necessary
  • Appropriately documents conversations with clients and brokers and updates all computer systems when necessary; ensures accuracy of data in those systems
  • Such other duties or tasks to assist the department of organization as the supervisor may deem necessary


  • BA/BS degree
  • 2+ years managing complex client accounts and relationships
  • General understanding of health insurance
  • Ability to work autonomously and manage time effectively in order to meet client deadlines
  • Ability to manage client expectations and understand the impact both administratively and financially
  • Must be proficient in MS Word, Excel, and Outlook
  • Excellent verbal and written communication skills required
  • A professional appearance and telephone manner is essential
  • Must be able to work in a fast-paced environment with demonstrated ability to handle multiple tasks
  • Ability to maintain confidentially
  • Needs to be receptive to and accepting guidance from others
  • Ability to deal with difficult people and problems
  • Able to work well in a team environment
  • Able to work in a diverse group of people
  • Intermediate level of proficiency in Microsoft Office programs

Pay:  DOE

Benefits:  Benefit package included

Schedule:   Full-time; Remote

Zip code: 21031

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