Future Opening: Benefits, Individual Insurance & Financial Services Account Manager

Employee Benefits, Individual Insurance & Financial Services Account Manager needed to manage a diverse client base, serving as a trusted advisor to businesses and individuals. Requires strong foundation in employee benefits, comfort with individual insurance products, and ability to identify financial planning needs.

Requirements

• Current Life & Health Insurance License
• 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
• 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

• Competitive salary commensurate with experience
• Comprehensive health, dental, vision, disability, and life insurance
• 401(k) retirement plan with company match
• Paid time off and company holidays
• Ongoing professional development, training, and career advancement