Best Practices, Billing, Communication Skills, Compensation and Benefits, Customer Relations, Customer Satisfaction, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, Epic Systems, Health Informatics, High School Diploma, Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Professional Services, Sales Management, Service Delivery, Team Player, Time Management, Up-Selling, Writing Skills
Objective:
The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.
What You’ll Do:
- Client Service & Account Management.
- Serve as the day-to-day contact for small group accounts, providing timely and professional service support.
- Work alongside Mavrix Insurance Advisor on new business placements.
- Manage policy renewals, coverage changes, billing questions, and other service needs.
- Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.
Submission Preparation & Marketing:
- Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.
- Submit applications and supplementals to carriers for quoting as needed.
- Identify opportunities for coverage improvements or upselling appropriate to client needs.
Documentation & Systems:
- Maintain accurate, complete client files in the agency management system (EPIC).
- Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
- Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.
How You’ll Thrive:
- You’re responsive, friendly, and confident in your insurance knowledge.
- You take pride in delivering great service—accurate, timely, and helpful.
- You’re a strong communicator and problem-solver who’s comfortable juggling multiple tasks.
- You understand how to balance the needs of clients, producers, and carriers.
- You embrace systems and are eager to learn new tools that streamline workflows.
Qualifications:
- High School graduate/GED required. Bachelor’s degree preferred.
- 3+ years of experience in small group benefits account management.
- Active Life & Disability license required.
- Strong knowledge of small group benefits, including Medical, Dental, Vision, Life, etc.
- Familiarity with agency management systems (preferably EPIC).
- Proficient in MS Office, namely Outlook, Excel, and Word.
- Solid communication skills, both written and verbal.
- Organized, self-motivated, and detail-oriented.
Compensation:
The base salary range for this position is $70,000 to $75,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
Why join Mavrix?
- Be part of a next-generation insurance brokerage platform reshaping how insurance is sold and serviced.
- Join a mission-driven, high-performance culture backed by a nationally respected brokerage.
- Work with a team that’s bold, innovative, and supportive.
- Take a lead role in building the operational backbone of a fast-scaling company.