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.
Essential 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
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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