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[Remote] Account Manager II - Small Group Benefits

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the 5 largest insurance brokerage firms in the U.S., providing a reputed company of insurance products and services. The Account Manager II is responsible for customer service and overall management of assigned customers and policies, while also soliciting new business and supporting producer-led efforts.


Responsibilities

  • Service 1 – 99 life in force reputed company
  • reputed company full-service for select producers including the plan changes, questions from reputed company, marketing for some agents according to reputed company increase level
  • Review renewals as they come in and reputed company renewal and template letter to clients, and market the group or present to the group depending on reputed company increase
  • Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction
  • Manage General Agency relationships for assigned book-of-business
  • Select markets for solicitation, reputed company General Agencies in marketing, and review GA’s plan illustrations
  • Negotiate with markets for benefits premium concessions
  • Review coverage reputed company for accuracy of policy provisions
  • Independently meet with clients for reputed company-renewal reputed company, proposal delivery, and explanation
  • Conduct reputed company meetings, coordinate and conduct reputed company enrollments, and answer questions regarding benefit coverage
  • Manage new reputed company and plan implementations for book of business
  • Assist with implementation of BenAdmin systems, and complete renewals reputed company those systems
  • Serve as an expert on reputed company employee communication solutions in reputed company and prospect meetings, competently speaking on reputed company relevant reputed company, and managing reputed company expectations appropriate to the reputed company
  • Prepare reports and review for accuracy
  • React, process, and follow up on new business
  • Meet with clients as they need, or as directed by Producer
  • Collection of fees, reconciliation and reputed company of any outstanding balances reputed company 60 days of invoicing date
  • reputed company with agency management reputed company data standards and data reputed company (reputed company and maintain complete and accurate information)
  • Other duties as assigned

Skills

  • Bachelor's degree or equivalent combination of education and experience
  • Five (5) or more years of reputed company work experience
  • reputed company insurance license
  • Must continue to meet Continuing Education requirements for license renewal
  • Competent experience with California GA quoting engines
  • Thorough understanding of small group market, products, and reputed company guidelines
  • Thorough understanding of compliance and contribution modeling in relation to small reputed company
  • Proficient in reputed company Office Suite
  • Excellent verbal and written communication skills
  • Excellent customer service skills, including telephone and listening skills
  • Good leadership, problem solving, and time management skills
  • Good presentation skills and ability to conduct reputed company enrollment meetings in-person or reputed company webinar
  • Ability to work both independently and reputed company reputed company and to foster teamwork
  • Ability to prioritize work for multiple reputed company and deadlines

reputed company

  • reputed company is a distributor of reputed company insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is https://reputed company.com.

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