Optimyl Benefits

Account Manager

Optimyl Benefits

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,000 - $60,000 per year

About the role

  • Manage ongoing service relationships with brokers and employer clients in the small and mid-sized employer market
  • Support retention and renewal efforts through proactive, high-quality client service
  • Serve as a primary point of contact for service-related inquiries and issue resolution
  • Use internal systems and tools (CRM, reporting, surveys) to track performance and support continuous improvement
  • Coordinate with third-party vendors to ensure service delivery meets Optimyl standards
  • Partner cross-functionally with Sales, Underwriting, and Operations teams
  • Gather and share broker and client feedback to inform product, pricing, technology, and marketing decisions
  • Maintain working knowledge of agent licensure requirements and commission processes

Requirements

  • Bachelor’s degree or equivalent relevant experience
  • 2–5+ years of experience in account management, customer service, or sales within health insurance or employee benefits
  • Experience supporting small and mid-sized employer health plans (level-funded, self-funded, stop loss, or fully insured preferred)
  • Proven ability to manage multiple accounts and priorities effectively
  • Strong relationship management and problem-solving skills
  • Proficiency with Salesforce or a comparable CRM, and standard business tools (Outlook, Excel, PowerPoint)
  • Excellent written and verbal communication skills
  • Ability to work independently and collaborate effectively in a remote environment
  • Insurance license required by law; company-sponsored if not already held and must be obtained within 60 days of hire
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementcustomer servicesaleshealth insuranceemployee benefitslevel-funded health plansself-funded health plansstop lossfully insured health plansproblem-solving
Soft Skills
relationship managementcommunicationindependencecollaborationprioritization
Certifications
Bachelor’s degreeinsurance license