Director of Channel Sales & Partnerships driving indirect revenue through strategic alliances and distribution channels. Leading a high - performing sales team in a fast - growing Security & Compliance tech company.
OI
Hybrid Associate Account Manager – Client Specialist
Posted 6 days ago
About the role
- Associate Account Manager providing day-to-day support to Account Managers for small to mid-market clients. Focusing on operational and technical work related to employee benefits, including quoting and compliance.
Responsibilities
- Provide day-to-day support to a team of Account Managers across a shared book of small to mid-market clients (2–250 lives)
- Assist with quoting and renewal processes, including gathering census data, submitting to carriers, and organizing plan options
- Prepare and review benefit comparisons and proposal materials for accuracy and completeness
- Compile and maintain compliance materials, including required notices and regulatory documentation (e.g., ERISA, ACA, COBRA)
- Maintain accurate client records, files, and internal systems
- Coordinate with carriers and vendors to obtain quotes, track submissions, and resolve discrepancies
- Support open enrollment preparation by organizing materials and ensuring deadlines are met
- Assist with reporting, audits, and quality control to maintain high standards of accuracy and compliance
- Collaborate closely with Account Managers to support client deliverables and timeline
Requirements
- 1–3 years of experience in employee benefits, insurance, or a related support role
- Basic understanding of group benefits, including medical, dental, vision, life, and disability
- Strong attention to detail and time management skills
- Ability to manage multiple priorities in a deadline-driven environment
- Proficiency in Microsoft Excel and other Office applications
- Life & Health insurance license (or willingness to obtain)
- Bachelor’s degree in Business, Human Resources, or a related field preferred
- Experience with benefits administration platforms and Applied EPIC
- Familiarity with compliance requirements such as ERISA, ACA, and COBRA
Benefits
- Comprehensive health, dental, and vision coverage
- Retirement plan with employer contribution
- Paid time off and company holidays
- Professional development and licensing support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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