Benefits, Individual Insurance & Financial Services Account Manager

Employee Benefits, Individual Insurance & Financial Services Account Manager

Location: Fully Remote – Northeast U.S. Region
Employment Type: Full-Time
Department: Client Services

About UsBenefit Quest is an Independent Insurance Agency providing Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401(k), and Financial Services to business decision-makers and individuals. We pride ourselves on delivering exceptional client service, innovative solutions, and strategic guidance that helps clients achieve their goals.

Position OverviewWe are seeking a highly organized, service-driven, and versatile Account Manager to join our team. This is a combined role spanning employee benefits, individual and travel insurance, and financial services support. The successful candidate will manage a diverse client base, serving as a trusted advisor to businesses and individuals. This position requires a strong foundation in employee benefits, comfort with individual insurance products, and the ability to identify financial planning needs. It is ideal for someone who thrives in a dynamic environment, enjoys variety, and wants to deliver holistic solutions across multiple service areas.

Key Responsibilities

Client Service & Relationship Management

• Serve as the primary contact for assigned clients across benefits, individual insurance, and financial services.
• Provide responsive service, addressing inquiries related to eligibility, claims, billing, COBRA, enrollments, terminations, and policy servicing.
• Identify opportunities to improve programs, strengthen employee satisfaction, and cross-sell additional solutions.
• Maintain accurate records of client interactions in agency management and CRM systems.

Employee Benefits

• Manage assigned small group accounts including medical, dental, vision, life, and ancillary products.
• Collaborate with carriers to resolve claims, billing, and enrollment issues.
• Collect and review census data, tax documentation, and other materials for underwriting and audits.
• Prepare and deliver presentations on plan design, compliance, cost containment, and wellness.

Individual & Travel Insurance

• Provide quotes, recommendations, and support for individual health and international travel insurance.
• Assist with applications, enrollment, renewals, and policy maintenance.

Financial Services Support

• Schedule and conduct client and prospect meetings to review goals and recommend solutions.
• Prepare proposals, complete applications, and track progress through underwriting.
• Maintain ongoing communication with clients, including periodic check-ins and annual reviews.
• Process updates to client information, policy details, beneficiaries, and account records.
• Build relationships with carrier reps to stay informed on financial product offerings and share updates with clients.

Qualifications

• Current Life & Health Insurance License (required or must obtain within 90 days).
• 3+ years of experience in employee benefits, account management, or financial services.
• Knowledge of group benefits, individual health and travel insurance, and financial products.
• Familiarity with Northeast regional carriers (Anthem, Horizon, Oxford, Guardian, UnitedHealthcare).
• Excellent communication, problem-solving, and relationship-building skills.
• Ability to analyze data, identify trends, and provide recommendations.
• Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment.
• Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive health, dental, vision, disability, and life insurance.
• 401(k) retirement plan with company match.
• Paid time off and company holidays.
• Ongoing professional development, training, and career advancement.

We are an equal opportunity employer committed to creating a diverse, inclusive workplace where all employees thrive.

This is a remote position.

Compensation: $55,000.00 - $65,000.00 per year

About Benefit Quest

Benefit Quest is an Independent Insurance Agency providing a full range of Payroll, Insurance, Risk Management and Financial Services to corporate decision makers and individuals in our community. Through our strong network of specialists and strategic partners, we explore the market to find the best plans and coverage for our clients from multiple insurance companies and sources. We maintain a highly competitive practice and strive to build long term relationships with our clients while delivering the highest level of personalized service.