Financial Services Account Manager

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November 25

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Benefit Quest, Inc.

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Finance • B2B • B2C

Benefit Quest, Inc. is an independent insurance and financial services firm based in New York City that provides personal insurance (auto, homeowners, health), commercial insurance, and employee benefits solutions. The company also offers retirement and financial planning services, acting as a trusted advisor to individuals, families, small businesses, and larger employers. Benefit Quest emphasizes objective, unbiased advice, claims assistance, and long-term client relationships, and it provides consultations and resources (guides, calculators, videos) to help clients make informed decisions.

11 - 50 employees

Founded 1988

💸 Finance

🤝 B2B

👥 B2C

📋 Description

• Organize and maintain complete client files including applications, policies, and supporting documents. • Maintain and update a master list with policy issue dates for annual reviews and check-ins. • Handle client service requests (bank changes, beneficiaries, address updates), reviewed with Milind prior to completion. • Contact prospects to schedule initial meetings and perform timely follow-ups. • Coordinate application meetings and follow-up communications. • Maintain closing files for prospects and reopen as needed. • Collaborate with Milind on scripts and email communication templates. • Maintain monthly correspondence logs. • Oversee compliance tasks including ACM, FINRA, product training, and quarterly attestations. • Support branch visits and compliance documentation. • Work with Milind to implement a system for tracking and completing compliance tasks. • Request policy illustrations from the Agency. • Gather and document essential client details. • Create and update PowerPoint presentations. • Schedule meetings (aligned with prospect responsibilities). • Assist with applications, underwriting, delivery, and payment processing. • Provide support for 401(k) & pension plans as needed throughout the year. • Maintain updated list of 401(k) & pension clients and their plan contacts. • Create review checklists per record keeper requirements. • Develop an outreach calendar for ongoing client communication and review cycles.

🎯 Requirements

• Current Life & Health Insurance License (required or must obtain within 90 days) • 3+ years of experience in employee benefits, account management, or financial services • Excellent communication, problem-solving, and relationship-building skills • Ability to analyze data, identify trends, and provide recommendations • Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment • Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms

🏖️ Benefits

• 401(k) • 401(k) matching • Competitive salary • Dental insurance • Health insurance • Paid time off • Training & development • Vision insurance