Account Manager​/CSR - Remote Potential

Remote Full-time
Position: Employee Benefits Account Manager/CSR - Remote Potential

Employee Benefits Account Manager/Customer Service Representative

Seeking a dedicated and detail‑oriented professional to join a team as an Employee Benefits Account Manager or Customer Service Representative (CSR). This role is integral to a growing organization, which prides itself on being a truly independent, tight‑knit group with an open‑door policy and a strong emphasis on work‑life balance. The successful candidate will play a key role in managing and supporting employee benefits accounts, ensuring exceptional service and satisfaction.
Compensation

Package
• Salary Range: $60,000 - $120,000, commensurate with experience and qualifications.
• Benefits:
Competitive benefits package, paid time off, professional development opportunities, etc.
• Remote Work:
Fully remote option available for CSR roles. For Account Manager roles, candidates should ideally be within a two‑hour radius, though remote work may be considered for those managing smaller groups.
Responsibilities Account Manager Responsibilities
• Manage employee benefits accounts ranging from 20 to 2,000 employees, with a primary focus on groups of 2 to 200.
• Handle all aspects of account management, including quoting new and renewal business, client communication, and issue resolution.
• Provide end‑to‑end support for clients, including enrollments, claims, and billing inquiries.
Customer Service Representative (CSR) Responsibilities
• Assist with billing, client questions, enrollments, and claims.
• Provide exceptional customer service and support to ensure client satisfaction.
• Collaborate with the team to address client needs and resolve issues promptly.
Qualifications / Requirements
• Licensure/Designations:
Life & Health (L&H) license preferred for Account Manager roles but not required for CSR roles.
• Experience:

Flexible depending on the role and candidate's background. Previous experience in employee benefits or a related field is highly desirable.
• Technical

Skills:

Proficiency in EPIC software is preferred.
• Strong organizational and communication skills.
• Ability to work independently and collaboratively in a team‑oriented environment.
• A commitment to providing exceptional client service.
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