Source Job

US

  • Manage an assigned book of business and coordinate with internal and offshore support teams to deliver service standards.
  • Handle the full renewal lifecycle, including applications, quotes, and binders, while processing endorsements and certificates.
  • Build and maintain productive relationships with clients, carriers, and team members to ensure responsive service and account growth.

Insurance Customer Service Attention To Detail Communication Microsoft Office

20 jobs similar to Benefits Associate Account Manager

Jobs ranked by similarity.

$55,000–$75,000/yr
US 3w PTO

  • Handle inbound calls and warm leads to consult with customers on insurance needs and convert sales leads into policyholders.
  • Represent the Liberty brand with integrity, using persuasive skills to match customers with the right products.
  • Work in a remote environment with paid training, licensing support, and all equipment provided.

Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. They have a large workforce and foster a supportive culture with comprehensive benefits and professional development.

US

  • Provide customer service and consultative support to clients remotely via Zoom and phone.
  • Identify client needs, explain insurance options, and guide them through enrollment.
  • Participate in training, coaching, and leadership development activities to advance your career.

The company provides customer success and insurance benefits solutions to clients. It operates remotely with a performance-driven culture focused on leadership development and team growth.

US

  • Develop and maintain relationships with prospective and existing clients to identify insurance needs.
  • Educate clients on insurance products, coverage options, and benefits through virtual consultations.
  • Generate business through networking, referrals, and outreach while maintaining compliance with regulations.

ASSIST Business Solutions turns challenges into structured, actionable systems that drive growth, clarify vision, and create purposeful pathways. They seek talented go-getters committed to excellence and uncompromising quality, serving organizations across diverse sectors.

North America

  • Taking great care of our customers by catching issues they didn't know to ask about.
  • Answering inbound calls from customers shopping for insurance and handling policy changes.
  • Problem solving to remove barriers between customers and the right coverage.

Jerry is building an AI-powered platform to help people manage their car and home ownership, from insurance to repairs. The company has over 5 million customers, is profitable, and fosters a culture of high-energy, team-oriented, and fully remote work with a focus on mutual support.

Canada

  • Conduct telephone consultations to assess clients' financial protection needs and recommend suitable life insurance solutions.
  • Build trusted relationships through a consultative, service-oriented approach and manage the full sales cycle from quoting to application support.
  • Work remotely with autonomy, using digital tools and CRM to manage prospects, while benefiting from ongoing coaching and mentorship.

This company provides life insurance solutions to individuals and families across Canada. It operates fully remotely, supporting a performance-driven culture with autonomy and focus on client relationships.

US Unlimited PTO

  • Assist potential customers with navigating the online insurance shopping experience and obtaining quotes.
  • Answer and resolve basic administrative and billing questions from existing customers.
  • Use phone, chat, and email to communicate with customers and document interactions.

SimplyInsured is on a mission to eliminate fear in health insurance by helping small business owners purchase coverage. With over 20,000 customers and partnerships with major companies, they have a values-based culture focused on transparency and growth.

$40,426–$48,511/yr
Canada 4w PTO

  • Manage a caseload of in-progress insurance applications through underwriting, navigating tools like HubSpot and Front.
  • Coordinate medical exams, track requirements, handle inbound calls/emails, and process policy changes.
  • Collaborate with internal teams and contribute to process improvements to enhance customer experience.

PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.

Global Unlimited PTO 16w maternity 16w paternity

  • Serve as first point of contact for members and providers via phone and email, resolving health insurance inquiries.
  • Use active listening and empathy to understand issues, explain benefits, claims, and coverage, and document interactions.
  • Maintain a structured schedule, with availability during peak season, and uphold the Gravie CARE service model and core values.

Gravie creates innovative health benefits for small and midsize businesses, focusing on solutions that genuinely benefit employees. The company is well-funded, non-hierarchical, and merit-driven, with a culture that values authenticity, curiosity, and creativity.

$19–$21/hr
US Canada

  • Respond to inbound calls from existing customers to process service requests such as adding or removing vehicles and drivers.
  • Help customers with questions about insurance policies, coverages, and benefits, and make changes to existing policies.
  • Retain Jerry policyholders by actively finding solutions for customers at risk of cancellation.

Jerry.ai built the first app to manage all car ownership needs, from insurance shopping to repairs, and has grown to over 5 million customers since 2019. They are a remote-first team of 240+ employees, backed by Y Combinator, and have been profitable since 2024.

US

  • Manage the onboarding and ongoing success of employers with fewer than 3,000 employees, ensuring a seamless experience from launch through long-term engagement.
  • Serve as the primary point of contact for a portfolio of employers, partnering closely with Broker Partnerships, Marketing, Product, and Operations.
  • Identify opportunities to increase awareness and utilization of the Rula benefit through customized communications and support.

Rula is a mental health company dedicated to providing quality, evidence-based care and reducing stigma around mental health. They are a remote-first organization with a culture of inclusion and diversity, and they currently hire in most U.S. states.

US

  • Provide virtual support to clients via Zoom and other platforms, assisting with benefits inquiries and enrollment.
  • Build positive client relationships through professional communication and attentive service.
  • Work independently in a remote environment while collaborating with a virtual team and participating in training.

The partner company focuses on delivering personalized service to clients, helping them understand their available benefits. It operates as a fully remote organization with a collaborative virtual team and opportunities for professional development.

$45,000–$50,000/yr
US

  • Serve as the first point of contact for prospective customers via phone, demystifying industry jargon and making life insurance easy to understand.
  • Use a consultative sales approach to guide customers through the application process while working closely with teammates to solve complex problems.
  • Continuously improve performance in a metrics-driven environment, with access to consistent coaching and learning opportunities.

Zinnia is the leading technology platform for accelerating life and annuities growth, simplifying the buying, selling, and administering of insurance products. With over $180 billion in assets under administration, they serve 100+ carrier clients and 2500 distributors, fostering a culture of collaboration and innovation.

$19–$21/hr
US Canada

  • Deliver standout customer experiences handling inbound calls for auto, home, motorcycle, and specialty insurance with high energy and genuine care.
  • Educate and advocate by uncovering savings or coverage gaps and translating complex policy details into clear choices.
  • Guide and bind tailored policy packages across 55+ carrier partners, finalizing coverage with ease.

Jerry built the first AI-powered app to manage car ownership, including insurance shopping, refinancing, safety, and repairs. Founded in 2019, they have grown to over 5 million customers and raised $240M+, achieving profitability in 2024 with a small, competitive team.

US Unlimited PTO

  • Serve as a trusted resource for policy service, coverage guidance, and account maintenance, delivering a high-quality client experience.
  • Manage policy changes, endorsements, billing inquiries, and service requests with accuracy and responsiveness.
  • Build and strengthen relationships with clients, carriers, producers, and internal teams to support client retention and growth.

Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Founded in 2019, the company is ranked the 25th-largest broker in the U.S. with over 2,100 employees across 150+ locations, fostering a collaborative culture where each agency retains its own identity.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire Consultants provides personalized benefits solutions to clients. They are a remote team in a part-time, growth-oriented environment with a focus on financial services.

$70,000–$400,000/yr
US Unlimited PTO

  • Engage prospective customers through inbound and outbound channels to educate them on annuity products and purchasing requirements.
  • Conduct thorough discovery conversations to understand customers' financial needs and recommend appropriate annuity solutions.
  • Manage an active customer pipeline using CRM tools, providing timely follow-up and identifying friction points to improve the experience.

The company assists customers in selecting annuity products for long-term financial security. It operates in a fast-paced, remote environment with a focus on high performance and continuous improvement.

US 12w maternity 12w paternity

  • Deliver high-quality customer service across phone, email, text, chat, and social media while resolving insurance and non-insurance questions.
  • Process enrollments, claims, and fulfillment activities with accurate data entry and use digital tools like Zendesk or Gladly.
  • Educate customers on coverage options and act as a trusted resource in a fully remote evening shift environment.

They provide pet-focused insurance and customer support, helping pet parents navigate coverage and claims. The company operates in a fully remote, collaborative, and fast-paced environment committed to exceptional service and continuous improvement.

$150,000–$180,000/yr
US

  • Achieve annual new business sales objectives by leveraging existing relationships with benefit consultants and insurance brokers.
  • Develop strategies to acquire new business through continuous broker communication and consultative services.
  • Maintain a fully remote work style with 50% travel, requiring proximity to a major airport.

We are a national third-party administrator that delivers customized self-funded benefit programs. We are a mission-driven company with a focus on innovative cost containment strategies.

Global

  • Meet virtually with clients who have requested information about financial protection and benefits.
  • Guide clients through the enrollment process with professionalism and care.
  • Build lasting relationships through exceptional customer service and maintain accurate records.

Global Elite Empire Consultants is a recruiting firm that connects individuals with opportunities in financial protection and benefits. They provide a remote work environment with mentorship and growth opportunities, though company size is not specified.

$19–$21/hr
US Canada

  • Guide engaged users through the insurance purchasing process, no cold-calling.
  • Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
  • Close the deal by assisting customers in finalizing their new policy, while providing unreasonable hospitality.

Jerry is building the first AI-powered advisor to manage all your physical assets, starting with car insurance and expanding to home, motorcycle, and RV. We are a profitable, remote-first company with 5M+ customers, backed by Y Combinator, and known for a competitive but kind culture.