Insurance Account Manager

Choice Financial Group • Timonium, MD

11h • Remote

About The Position

CHOICE FINANCIAL GROUP LLC is seeking an experienced and client-focused Account Manager to support their group employee benefits clients. This role requires deep knowledge of health and ancillary insurance products, strong customer service skills, and the ability to manage multiple priorities in a fast-paced environment. The Client Advocate serves as a key liaison between clients, carriers, employees, and brokers, ensuring a high level of service and expertise.

Requirements

• Minimum of two (2) years of customer service experience in employee benefits, including medical, dental, vision, and ancillary products, with direct interaction with carriers, clients, and employees.
• Active Maryland Health & Life Insurance license required, with willingness to obtain licensure in Washington, DC and Viriginia (company covers all licensing fees and continuing education requirements).
• Experience in public speaking and conducting virtual training sessions.
• Strong understanding of the health insurance benefits industry with demonstrated subject matter expertise.
• Ability to thrive in a fast-paced environment while multitasking, working both independently and collaboratively, and maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, PowerPoint, Canva, and AI technologies.
• Ability to type 60-80 words per minute with a high level of accuracy.
• Willingness to take on new responsibilities and adapt to evolving business needs.

Responsibilities

• Manage an existing block of group-level business, including small group renewals and ongoing account support.
• Assist brokers with cross-selling opportunities and complete additional responsibilities as assigned.
• Serve as a primary point of contact for clients' day-to-day service needs, including claims assistance, billing issues, benefit inquiries, and employee support.
• Communicate directly with insurance carriers, clients, and employees to resolve issues efficiently and accurately.
• Prepare and deliver client presentations, benefit education sessions, and online training via Microsoft Teams.
• Utilize Microsoft Excel, PowerPoint, Canva, and AI technology to develop reports, presentations, and client-facing materials.
• Maintain accurate records and documentation while ensuring compliance with insurance regulations.
• Take on new tasks and responsibilities as assigned, with training and support from management.

Benefits

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed