Account Manager – Employee Benefits

Job not on LinkedIn

🕒 September 23

🦞 Maine, New Jersey, +4 more states – Remote

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💵 $60k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 2%

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Logo of CRC Insurance Services

CRC Insurance Services

1001 - 5000 employees

Founded 1982

🏨 Hospitality

🏭 Manufacturing

📦 Logistics

Hospitality • Manufacturing • Logistics

CRC Insurance Services is a comprehensive insurance brokerage firm specializing in wholesale insurance solutions. They offer a broad range of services including property, casualty, and professional liability coverage, focusing on providing tailored solutions for various industries such as construction, healthcare, and environmental sectors. By leveraging extensive market access and expert knowledge, CRC aims to meet the unique needs of its clients, ensuring they receive optimal insurance protection and support.

📋 Description

• Serve as the primary point of contact for a portfolio of small group employer clients • Manage high-volume day-to-day client service needs via phone and email • Build and maintain client and carrier relationships through proactive outreach • Conduct virtual Teams meetings for open enrollment and renewal discussions • Handle, triage, delegate, and follow through on high-level client service issues • Support renewals by coordinating plan options and gathering required information • Identify and pursue cross-sell opportunities for additional coverage lines • Assist with ERISA, COBRA, FMLA, and Health Care Reform compliance questions • Maintain accurate client records and document interactions in the CRM system • Manage client calendars, renewals, deadlines, and competing priorities • Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes • Participate in team meetings, huddles, special projects, process improvements, and new service development

🎯 Requirements

• English language fluency required • Active Life & Health Insurance License required • Insurance Producer's License required • Minimum of two (2) years of experience in small group employee health benefits, preferably in a health insurance broker 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 ERISA, COBRA, FMLA, and ACA/Health Care Reform compliance requirements • Must be licensed in Texas, New York, New Jersey, Maryland, Massachusetts, and/or Maine • Ability to work eastern or central business hours • Associate's degree preferred • Strong proficiency in Microsoft Office (Word, Excel, Outlook), web-based tools, and CRM platforms • Ability to manage a high-volume book of business, prioritize competing demands, and meet deadlines • Ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution • Ability to lift up to 25 lbs.

🏖️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Company holidays, vacation, and sick days • New parent leave • Restricted stock units for eligible positions • Deferred compensation plan for eligible positions • Remote work arrangement

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