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Optimyl Benefits helps employers establish self-funded group health coverage for employees, focusing on offering customizable coverage with various benefits lev
Account Manager
Location
United States
Posted
135 days ago
Salary
$55K - $60K / year
Seniority
Mid Level
Job Description
Account Manager
Optimyl Benefits
• Manage ongoing service relationships with brokers and employer clients in the small and mid-sized employer market • Support retention and renewal efforts through proactive, high-quality client service • Serve as a primary point of contact for service-related inquiries and issue resolution • Use internal systems and tools (CRM, reporting, surveys) to track performance and support continuous improvement • Coordinate with third-party vendors to ensure service delivery meets Optimyl standards • Partner cross-functionally with Sales, Underwriting, and Operations teams • Gather and share broker and client feedback to inform product, pricing, technology, and marketing decisions • Maintain working knowledge of agent licensure requirements and commission processes
Job Requirements
- Bachelor’s degree or equivalent relevant experience
- 2–5+ years of experience in account management, customer service, or sales within health insurance or employee benefits
- Experience supporting small and mid-sized employer health plans (level-funded, self-funded, stop loss, or fully insured preferred)
- Proven ability to manage multiple accounts and priorities effectively
- Strong relationship management and problem-solving skills
- Proficiency with Salesforce or a comparable CRM, and standard business tools (Outlook, Excel, PowerPoint)
- Excellent written and verbal communication skills
- Ability to work independently and collaborate effectively in a remote environment
- Insurance license required by law; company-sponsored if not already held and must be obtained within 60 days of hire
Benefits
- Competitive compensation
- Comprehensive health coverage (medical, dental, vision)
- Employer-paid life insurance and disability coverage
- 401(k) retirement plan with employer match
- Generous paid time off and company holidays
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