ASD Account Manager

Role Overview:

• Manage a high-volume portfolio of small group employer clients.
• Deliver superior day-to-day client service remotely via phone, email, and virtual meetings.
• Serve as the client's trusted point of contact throughout the account lifecycle.

Key Responsibilities:

• Serve as primary point of contact for assigned clients, managing service needs.
• Build and maintain client and carrier relationships through proactive outreach.
• Handle service issues professionally, delegate to internal teams, and ensure resolution.
• Support renewals, identify cross-sell opportunities, and maintain CRM records.

Qualifications:

• Minimum two years of experience in small group employee health benefits or related insurance.
• Solid understanding of insurance products, carrier procedures, and compliance (ERISA, COBRA, FMLA).
• Insurance Producer's License required; strong proficiency in Microsoft Office and CRM.

What We Offer:

• Competitive compensation and comprehensive benefits including medical, dental, vision, life insurance, disability, and 401(k) with company match.
• Generous paid time off programs including holidays, vacation, and sick days.
• Growth opportunities through learning and leadership development programs.