Account Manager

Employee Benefits Account Manager (AM) or Customer Service Representative (CSR)

Seeking a dedicated and detail-oriented Employee Benefits Account Manager (AM) or Customer Service Representative (CSR) to join a boutique agency. This is an exciting opportunity to work in a dynamic and unique office environment, where innovation and employee satisfaction are at the forefront of our culture. The ideal candidate will either support a Account Managers (CSR role) or manage a portfolio of clients (AM role), depending on their experience and expertise.

• Salary Range
  : $50,000 - $80,000 annually (commensurate with experience)
  • Entry-level candidates with no licenses may start at $42,000.
  • Highly skilled Account Managers with 2-5 years of experience can expect $55,000 - $75,000, with potential for upward movement and bonus commissions.
• Work in a unique office environment.
• Access to amenities such as ping pong tables and a full kitchen.
• Opportunities to join client visits on the company plane.
• A collaborative and non-corporate work culture focused on employee well-being.

• Provide support to Account Managers by handling client calls and inquiries.
• Process documents and assist with renewals.
• Deliver exceptional customer service to clients.
• Manage a book of 30-50 group accounts (20-200 group lives).
• Serve as the primary point of contact for assigned clients.
• Handle renewals, service requests, and client communications.
• Collaborate with senior Account Managers on new business quotes.
• Potentially participate in client visits and meetings.
• Leverage self-funding experience to provide tailored solutions to clients.

• No specific experience required, but prior customer service experience is a plus.
• Willingness to learn and grow within the role.