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Optimyl Benefits

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

Bachelor Degree2 yrs expEnglish

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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