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Small Group- Account Manager

Cincinnati, FL 45236

Posted: 04/15/2025 Employment Type: Direct Hire Industry: Insurance Job Number: 14757 Pay Rate: 60,000

Job Description

Small Group Account Manager

trak group is helping a top-performing benefits firm add a talented Account Manager to support their growing book of small group clients (under 50 employees). If you're client-focused, collaborative, and looking for a place to grow, this role could be your next big move.

Why You’ll Love This Role
  • Stepping into a key role—your predecessor is being promoted
  • Career development baked in—this team invests in its people
  • Work hard/play hard culture with excellent training and internal support
  • Hybrid schedule after 6 months (WFH Thursdays + every other Friday by noon)
What You’ll Do
  • Manage day-to-day communication and support for assigned clients
  • Lead quarterly check-ins and support open enrollment logistics
  • Review and process applications, renewals, and policy updates
  • Ensure compliance with HIPAA and internal standards
  • Serve as a liaison between clients and carriers, resolving issues as they arise
What You Bring
  • 2+ years of employee benefits account management experience
  • Active Life & Health license (or actively pursuing)
  • Excellent communication skills and a proactive, client-first mindset
  • Strong organizational skills and ability to juggle competing priorities
  • Experience with agency management tools and Microsoft Office

Schedule: Monday–Friday, 8AM–5PM (onsite first 6 months, then hybrid)
Location: Cincinnati, OH area

trak group connects job seekers to top opportunities—and we’re actively interviewing for this one. If it sounds like a match, apply today!
 
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