Account Manager – Employee Benefits

CRC Insurance Services

. Serve as the primary point of contact for a portfolio of small group employer clients .

Posted 9/23/2026full-timeRemote • United StatesJuniorMid-Level💰 $60,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing small group employer client relationships, ensuring compliance with ERISA, COBRA, FMLA, and Health Care Reform. Proficient in coordinating renewals, cross-selling insurance products, and utilizing CRM systems for effective client management.

Highest-signal resume keywords

Active Life & Health Insurance LicenseInsurance Producer's LicenseSmall Group Employee Health Benefits ExperienceKnowledge of ERISA, COBRA, FMLA ComplianceStrong Proficiency in Microsoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Small Group Insurance ProductsCarrier ProceduresPlan DesignClient Record ManagementCross-Selling Insurance ProductsProblem-SolvingTriage Service IssuesDelegationCompliance KnowledgeHigh-Volume Client Management

Soft Skills

Client Relationship BuildingEffective CommunicationPrioritizationTeam CollaborationFollow-Through

Tools & Technologies

CRM PlatformsMicrosoft OfficeWeb-Based Tools

Certifications & Qualifications

Active Life & Health Insurance LicenseInsurance Producer's License

Industry Keywords

ERISACOBRAFMLAHealth Care ReformSmall Group Employer ClientsInsurance ComplianceCarrier ProductsPlan OptionsRenewalsUnderwriting Guidelines

About the role

Key responsibilities & impact

Serve as the primary point of contact for a portfolio of small group employer clients
Manage high-volume day-to-day client service needs via phone and email
Build and maintain client and carrier relationships through proactive outreach
Conduct virtual Teams meetings for open enrollment and renewal discussions
Handle, triage, delegate, and follow through on high-level client service issues
Support renewals by coordinating plan options and gathering required information
Identify and pursue cross-sell opportunities for additional coverage lines
Assist with ERISA, COBRA, FMLA, and Health Care Reform compliance questions
Maintain accurate client records and document interactions in the CRM system
Manage client calendars, renewals, deadlines, and competing priorities
Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes
Participate in team meetings, huddles, special projects, process improvements, and new service development

Requirements

What you’ll need

English language fluency required
Active Life & Health Insurance License required
Insurance Producer's License required
Minimum of two (2) years of experience in small group employee health benefits, preferably in a health insurance broker environment
Solid understanding of small group insurance products, carrier procedures, and plan design, including medical, dental, vision, life, STD, and LTD
Knowledge of carrier submission requirements for new business and renewals
Familiarity with ERISA, COBRA, FMLA, and ACA/Health Care Reform compliance requirements
Must be licensed in Texas, New York, New Jersey, Maryland, Massachusetts, and/or Maine
Ability to work eastern or central business hours
Associate's degree preferred
Strong proficiency in Microsoft Office (Word, Excel, Outlook), web-based tools, and CRM platforms
Ability to manage a high-volume book of business, prioritize competing demands, and meet deadlines
Ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution
Ability to lift up to 25 lbs.