CRC - Account Manager Remote

Dallas, TX

Houston, TX

San Antonio, TX

Austin, TX

Baltimore, MD

Portland, ME

Boston, MA

Newark, NJ

New York, NY

Full time

R

Regular

English (Required)

1st Shift (United States of America)

The ASD Account Manager is the primary client-facing role responsible for managing and servicing a high-volume portfolio of small group employer accounts. Working remotely via phone, email, and virtual meetings, the Account Manager delivers superior day-to-day client service, coordinates support across internal operations teams and serves as the client's trusted point of contact throughout the life of their account. This role requires an active Life & Health Insurance License, strong organizational discipline, clear communication, and the ability to manage competing priorities across a large book of business.

This is a remote role; however, successful candidates must work eastern or central business hours and be licensed in Texas, New York, New Jersey, Maryland, Massachusetts, and/or Maine.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified!

If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

• Serve as the primary point of contact for an assigned portfolio of small group employer clients, managing day-to-day service needs at high volume via phone and email.
• Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email; conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed.
• Handle high-level client service issues with professionalism and urgency, delegating them to internal operations teams as appropriate and following through to ensure resolution.
• Maintain clear ownership of client issues — triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client.
• Support the renewal process as needed, including coordinating with clients on plan options, gathering required information, and serving as the client's point of contact when questions or concerns arise during the renewal period.
• Proactively identify and pursue cross-sell opportunities, suggesting new or additional lines of coverage that align with client needs.
• Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform, escalating to the appropriate resource when needed.
• Maintain accurate, organized, and up-to-date client records in the CRM system; document all client interactions, service issues, and renewal activity consistently.
• Manage a high volume of accounts with strong organizational discipline — prioritizing tasks, meeting deadlines, and proactively managing the client calendar to stay ahead of renewals and key dates.
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes by attending carrier meetings, webinars, and training sessions.
• Actively participate in team meetings and huddles, contributing to shared goals around client retention and service excellence.
• Assist with special projects, process improvements, and new service development as assigned.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally…