Insurance Account Manager

Job Description

Insurance Account Manager provides critical back-office support for small group clients (sub-15 enrolled employees) at our company. This role is primarily focused on responding to client needs through email-based servicing, managing monthly renewals, and ensuring administrative accuracy. Rather than emphasizing proactive sales or strategy, this position plays a critical role in maintaining client relationships and operational efficiency.

A Senior Account Manager (10+ years of experience) will provide oversight, address complex client inquiries, and support.

Key Responsibilities:

Client & Carrier Coordination

• Respond to inbound client inquiries via email, ensuring a same-day response when possible, no later than the next business day.
• Process monthly renewals in Salesforce, ensuring all updates are submitted to carriers accurately and on time.
• Communicate with insurance carriers to confirm policy updates, eligibility changes, and renewal adjustments.
• Escalate complex client questions to the Senior Account Manager for resolution.

Administrative & Compliance Support

• Ensure accuracy in all documentation related to renewals, enrollments, and policy changes.
• Track renewal timelines in Salesforce to prevent last-minute processing issues.
• Maintain compliance records in accordance with state and federal regulations, including Section 125 Plans and AZ Mini COBRA.
• Process and manage compliance requirements related to COBRA, Section 125 Plans, and enrollment documentation.
• Utilize Employee Navigator for benefits administration tasks, ensuring that enrollments and terminations are processed accurately.
• Support data entry in internal systems, ensuring all client information is up to date.
• Update and maintain Standard Operating Procedures (SOPs) in Trainual, ensuring processes are well-documented, consistent, and aligned with best practices.

Growth & Team Support (As Bandwidth Allows)

• As time permits, expand support to broader account management tasks.
• Collaborate with the Senior Account Manager & Account Management Team to improve processes.
• Identify opportunities for efficiency improvements in handling renewals and inbound requests.

Qualifications & Skills:

• Experience: 2+ years in benefits administration, insurance, HR support, or a related field.
• Technical Proficiency: Strong experience with Salesforce, Employee Navigator, Microsoft Office, and Trainual.
• Detail-Oriented: High level of accuracy in renewal processing, SOP documentation, and client records.
• Compliance Knowledge: Familiarity with COBRA, Section 125 Plans, and AZ Mini COBRA regulations.
• Time Management: Ability to track multiple renewals each month and respond promptly to client needs.
• Communication: Strong written English skills, as the majority of client interaction occurs via email.
• Process Improvement Mindset: Ability to keep SOPs up to date and ensure operational consistency.

This is a 100% Remote Work

Full time

Night shift

Rate is up to $8/hr