[Hiring] Account Manager @CRC Group

Role Description

The ASD Account Manager is the primary client-facing role responsible for managing and servicing a high-volume portfolio of small group employer accounts. This role requires an active Life & Health Insurance License, strong organizational discipline, clear communication, and the ability to manage competing priorities across a large book of business.

This is a remote role; however, successful candidates must work eastern or central business hours and be licensed in Texas, New York, New Jersey, Maryland, Massachusetts, and/or Maine.

• Serve as the primary point of contact for an assigned portfolio of small group employer clients, managing day-to-day service needs at high volume via phone and email.
• Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email; conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed.
• Handle high-level client service issues with professionalism and urgency, delegating them to internal operations teams as appropriate and following through to ensure resolution.
• Maintain clear ownership of client issues — triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client.
• Support the renewal process as needed, including coordinating with clients on plan options, gathering required information, and serving as the client's point of contact when questions or concerns arise during the renewal period.
• Proactively identify and pursue cross-sell opportunities, suggesting new or additional lines of coverage that align with client needs.
• Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform, escalating to the appropriate resource when needed.
• Maintain accurate, organized, and up-to-date client records in the CRM system; document all client interactions, service issues, and renewal activity consistently.
• Manage a high volume of accounts with strong organizational discipline — prioritizing tasks, meeting deadlines, and proactively managing the client calendar to stay ahead of renewals and key dates.
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes by attending carrier meetings, webinars, and training sessions.
• Actively participate in team meetings and huddles, contributing to shared goals around client retention and service excellence.
• Assist with special projects, process improvements, and new service development as assigned.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling, and the ability to lift up to 25 lbs.

Qualifications

• Associate's degree preferred.
• 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 compliance requirements including ERISA, COBRA, FMLA, and ACA/Health Care Reform.
• Insurance Producer's License required.

Requirements

• Strong proficiency in Microsoft Office (Word, Excel, Outlook); comfortable with web-based tools and CRM platforms.
• Excellent verbal and written communication skills; able to interact effectively with clients, carriers, and internal team members at all levels.
• Exceptional organizational skills with the ability to manage a high-volume book of business, prioritize competing demands, and meet deadlines consistently in a fast-paced environment.
• Demonstrated ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution.
• Collaborative team player with a proactive, client-first mindset.
• Ability to identify when issues need to be escalated to a higher level.
• Actively participate in team meetings and huddles, contributing to shared goals around client retention and service excellence.
• Assist with special projects, process improvements, and new service development as assigned.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling, and the ability to lift up to 25 lbs.

Benefits

• Access to medical, dental, vision, life, disability, and AD&D insurance.
• Tax-advantaged savings accounts.
• 401(k) plan with company match.
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
• Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.