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Account Manager

Optimyl Benefits, Milwaukee, Wisconsin, United States, 53244

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Overview Let\'s change healthcare together! At Optimyl Benefits, we provide accessible, high-quality, and easy-to-use healthcare plans for small employers. We partner closely with the broker community to help employers offer competitive benefits without unnecessary complexity.

Job Summary Optimyl Benefits is seeking an Account Manager to support the Company\'s retention and renewal strategy. This role is responsible for optimizing the broker and client experience by managing existing business. This is a fully remote role supporting small- and mid-sized-employer clients.

Responsibilities

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

Qualifications

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

Base Salary Range

$55,000—$60,000 USD

Why Work at Optimyl? At Optimyl Benefits, we\'re focused on simplifying healthcare for small employers and building a workplace where people can do meaningful work and continue to grow.

Benefits include:

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

We support growth through hands-on learning, exposure to new challenges, and opportunities to expand responsibilities as the company evolves.

Optimyl Benefits is an equal opportunity employer. We are committed to creating a diverse and inclusive work environment, and we welcome and encourage applicants from all backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

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