Account Manager - Employee Benefits

CRC Benefits; Texas; À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision

401(k) with company match

Paid time off

Résumé du poste

CRC Benefits is seeking an Account Manager to manage a high-volume portfolio of small group employer accounts remotely via phone, email, and virtual meetings. The role emphasizes superior client service, cross-functional coordination, and proactive relationship management with carriers.

The ideal candidate will have an active Life & Health license and a strong grasp of Texas group benefits, ERISA, COBRA, FMLA, and ACA.

Qualifications

• Associate's degree preferred; minimum of two (2) years of experience in small group employee health benefits or a related insurance environment.
• Solid understanding of small group insurance products, carrier procedures, and plan design – including medical, dental, vision, life, STD, and LTD.
• Knowledge of carrier submission requirements for new business and renewals.
• familiarity with ERISA, COBRA, FMLA, and ACA/Health Care Reform.
• Health and Life License required.

Responsabilités

• 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 proactive outreach and virtual meetings.
• Handle high-level client service issues with professionalism and urgency, delegating them to internal operations teams and following through to resolution.
• Maintain clear ownership of client issues and confirm completion on behalf of the client.
• Support the renewal process by coordinating with clients and serving as the point of contact during renewal.
• Proactively identify cross-sell opportunities and advise on additional coverage options.
• Assist clients with compliance questions (ERISA, COBRA, FMLA, ACA) and escalate as needed.
• Maintain accurate client records in the CRM and document interactions and renewal activity.
• Manage high-volume accounts with strong organization, prioritizing tasks and deadlines.
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes.
• Participate in team meetings and assist with process improvements and new service development.
• Physical requirements include sitting, frequent speaking/hearing, and occasional lifting up to 25 lbs.

Connaissances

Microsoft Office

Verbal communication

Written communication

Organizational skills

Problem solving

Client service

CRM proficiency

Team collaboration

Formation

Health & Life License

Associate's degree preferred

Outils

CRM systems

Teams/Video conferencing

Description du poste

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 fully remote position; however, candidates must have strong knowledge of Texas group benefits and an active Life & Health license to be considered.

At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. As a result of listening to our employees, CRC Benefits 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!

Required Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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 standing, walking, bending, crawling, kneeling, and the ability to lift up to 25 lbs.

Required Qualifications

• Associate's degree preferred; minimum of two (2) years of experience in small group employee health benefits or a related insurance environment.
• Solid understanding of small group insurance products, carrier procedures, and plan design - including medical, dental, vision, life, STD, and LTD.
• Knowledge of carrier submission requirements for new business and renewals.
• Familiarity with compliance requirements including ERISA, COBRA, FMLA, and ACA/Health Care Reform.
• Health and Life License required.

Required Skills

• Strong proficiency in Microsoft Office (Word, Excel, Outlook); comfortable with web-based tools and CRM platforms.
• Excellent verbal and written communication skills; able to interact effectively with clients, carriers, and internal team members at all levels.
• Exceptional organizational skills with the ability to manage a high-volume book of business, prioritize competing demands, and meet deadlines consistently in a fast-paced environment.
• Demonstrated ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution.
• Collaborative team player with a proactive, client-first mindset.
• Ability to identify when issues need to be escalated to a higher level.
• 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 standing, walking, bending, crawling, kneeling, and the ability to lift up to 25 lbs.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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