Benefits Account Manager, Individual Insurance & Financial Services

Job not on LinkedIn

November 5

🦌 Connecticut – Remote

Although this job is listed in Connecticut, this company may be open to hiring remote in other states.

🦞 Maine – Remote

Although this job is listed in Maine, this company may be open to hiring remote in other states.

+6 more states

🦌 Connecticut – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote 🍁 Vermont – Remote

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Benefit Quest, Inc.

WebsiteLinkedInAll Job Openings

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

• Serve as the primary contact for assigned clients across benefits, individual insurance, and financial services • Provide responsive service, addressing inquiries related to eligibility, claims, billing, COBRA, enrollments, terminations, and policy servicing • Identify opportunities to improve programs, strengthen employee satisfaction, and cross-sell additional solutions • Maintain accurate records of client interactions in agency management and CRM systems • Manage assigned small group accounts including medical, dental, vision, life, and ancillary products • Collaborate with carriers to resolve claims, billing, and enrollment issues • Collect and review census data, tax documentation, and other materials for underwriting and audits • Prepare and deliver presentations on plan design, compliance, cost containment, and wellness • Provide quotes, recommendations, and support for individual health and international travel insurance • Assist with applications, enrollment, renewals, and policy maintenance • Schedule and conduct client and prospect meetings to review goals and recommend solutions • Prepare proposals, complete applications, and track progress through underwriting • Maintain ongoing communication with clients, including periodic check-ins and annual reviews • Process updates to client information, policy details, beneficiaries, and account records • Build relationships with carrier reps to stay informed on financial product offerings and share updates with clients

🎯 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 • Knowledge of group benefits, individual health and travel insurance, and financial products • Familiarity with Northeast regional carriers (Anthem, Horizon, Oxford, Guardian, UnitedHealthcare) • 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) matching • Health insurance • Paid time off • Training & development • Competitive salary • Dental insurance • Vision insurance