Account Manager – Employee Benefits

CRC Insurance Services

Account Manager responsible for high-volume service of small group employer accounts remotely. Delivering exceptional client service through proactive outreach and coordination with internal teams.

Posted 5/20/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for an assigned portfolio of small group employer clients
Managing day-to-day service needs at high volume via phone and email
Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email
Conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed
Handle high-level client service issues with professionalism and urgency
Maintain clear ownership of client issues — triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client
Support the renewal process as needed, including coordinating with clients on plan options
Proactively identify and pursue cross-sell opportunities
Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform
Maintain accurate, organized, and up-to-date client records in the CRM system
Manage a high volume of accounts with strong organizational discipline
Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes
Actively participate in team meetings and huddles
Assist with special projects, process improvements, and new service development as assigned

Requirements

What you’ll need

Associate's degree preferred
Minimum of two (2) years of experience in small group employee health benefits or a related insurance environment
Solid understanding of small group insurance products, carrier procedures, and plan design — including medical, dental, vision, life, STD, and LTD
Knowledge of carrier submission requirements for new business and renewals
Familiarity with compliance requirements including ERISA, COBRA, FMLA, and ACA/Health Care Reform
Insurance Producer's License required
Strong proficiency in Microsoft Office (Word, Excel, Outlook)
Excellent verbal and written communication skills
Exceptional organizational skills
Demonstrated ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

small group insurance productscarrier proceduresplan designcompliance requirementsproblem-solvingtriage service issuesdelegationMicrosoft OfficeCRM system managementcross-selling

Soft Skills

communicationorganizational skillsclient relationship managementprofessionalismurgencyproactive outreachteam collaborationattention to detailtime managementadaptability

Certifications

Insurance Producer's LicenseAssociate's degree