Remote Health Benefits Account Manager – Active L&H License

CRC Benefits; Texas; A distancia; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

401(k) with company match

Paid time off

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Microsoft Office

Verbal communication

Written communication

Organizational skills

Problem solving

Client service

CRM proficiency

Team collaboration

Educación

Health & Life License

Associate's degree preferred

Herramientas

CRM systems

Teams/Video conferencing

Descripción del empleo

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.