Junior Account Manager

Cundy Insurance•Fort Lauderdale, FL

7d•Onsite

About The Position

Cundy, Inc. is seeking a Junior Account Manager to support the service and retention of employee benefits clients. The role assists with day-to-day account management, client communication, enrollment processing, and benefits administration. Working closely with Senior Account Managers and Account Executives, the Junior Account Manager helps deliver responsive client service while developing knowledge of the group benefits industry. This is an opportunity for someone with prior insurance experience who wants to build a career in employee benefits consulting. The position is based in Fort Lauderdale, Florida, and follows a Monday–Friday schedule from 8:30 AM to 5:30 PM. Some travel may be required. Cundy, Inc. is a locally owned, family-operated employee benefits consulting firm focused on personalized service, integrity, and creative problem-solving. Cundy, Inc. participates in the federal government's E-Verify program. For new hires, verification is completed alongside Form I-9 on or before the first day of work; E-Verify is not used to pre-screen applicants.

Requirements

1–3 years of insurance experience, including individual insurance, Medicare, or a related area.
Basic understanding of health insurance products and terminology.
Strong organizational and time-management skills.
Excellent written and verbal communication skills.
Strong attention to detail and accuracy.
Self-motivated and eager to learn and develop within the employee benefits industry.

Nice To Haves

Active 2-15 Life & Health license, or willingness to obtain one.
Experience with employee benefits, Employee Navigator, Salesforce, or similar systems.

Responsibilities

Support a portfolio of employee benefits clients under the direction of senior team members.
Respond to client and employee questions regarding benefits, eligibility, and coverage.
Assist with enrollments, terminations, and employee benefit changes.
Support the preparation, setup, and execution of open enrollment.
Process service requests, including ID card requests, billing questions, and basic claims-related inquiries.
Maintain accurate client records and documentation.
Use Employee Navigator for eligibility and benefits administration.
Track client communications, activities, and tasks in Salesforce.
Assist with renewal preparation, reporting, and data validation.
Support compliance-related communications and documentation using agency tools.
Coordinate with insurance carriers, vendors, and internal teams to support timely and effective service.