Financial Services Account Manager
Fully Remote - US
Future Opening: Financial Services Account Manager
Full Time • Fully Remote - US
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Financial Services Account Manager
Location: Fully Remote – Northeast U.S. Region
Employment Type: Full-Time
Department: Client Services
Employment Type: Full-Time
Department: Client Services
About Us
Benefit Quest is an Independent Insurance Agency providing Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401(k), and Financial Services to business decision-makers and individuals. We pride ourselves on delivering exceptional client service, innovative solutions, and strategic guidance that helps clients achieve their goals.
Position Overview
We are seeking a highly organized, service-driven, and versatile Account Manager to join our team. The successful candidate will manage a diverse client base, serving as a trusted advisor to businesses and individuals. This position requires a strong ability to identify financial planning needs. It is ideal for someone who thrives in a dynamic environment, enjoys variety, and wants to deliver holistic solutions across multiple service areas.
Key Responsibilities
Client & Operations Support Specialist Job Posting
Client & Operations Support Specialist Job Posting
Position Overview
The Client & Operations Support Specialist is responsible for delivering comprehensive support across client service, operations, new business, compliance, and 401(k) functions. The role works closely with Milind and Eric to maintain a high standard of service, accuracy, and workflow efficiency.
Client Management
• Organize and maintain complete client files including applications, policies, and supporting documents.
• Maintain and update a master list with policy issue dates for annual reviews and check-ins.
• Handle client service requests (bank changes, beneficiaries, address updates), reviewed with Milind prior to completion.
Prospect Management
• Contact prospects to schedule initial meetings and perform timely follow-ups.
• Coordinate application meetings and follow-up communications.
• Maintain closing files for prospects and reopen as needed.
• Collaborate with Milind on scripts and email communication templates.
Administrative & Compliance Support
• Maintain monthly correspondence logs.
• Oversee compliance tasks including ACM, FINRA, product training, and quarterly attestations.
• Support branch visits and compliance documentation.
• Work with Milind to implement a system for tracking and completing compliance tasks.
New Business Processing
• Request policy illustrations from the Agency.
• Gather and document essential client details.
• Create and update PowerPoint presentations.
• Schedule meetings (aligned with prospect responsibilities).
• Assist with applications, underwriting, delivery, and payment processing.
401(k) & Pension Support
• Provide support for 401(k) & pension plans as needed throughout the year.
• Maintain updated list of 401(k) & pension clients and their plan contacts.
• Create review checklists per record keeper requirements.
• Develop an outreach calendar for ongoing client communication and review cycles.
Qualifications
- Current Life & Health Insurance License (required or must obtain within 90 days).
- 3+ years of experience in employee benefits, account management, or financial services.
- Excellent communication, problem-solving, and relationship-building skills.
- Ability to analyze data, identify trends, and provide recommendations.
- Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment.
- Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms.
Benefits
- Competitive salary commensurate with experience.
- Comprehensive health, dental, vision, disability, and life insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Ongoing professional development, training, and career advancement.
We are an equal opportunity employer committed to creating a diverse, inclusive workplace where all employees thrive.
This is a remote position.
Compensation: $3,000.00 - $5,000.00 per month
About Benefit Quest
Benefit Quest is an Independent Insurance Agency providing a full range of Payroll, Insurance, Risk Management and Financial Services to corporate decision makers and individuals in our community. Through our strong network of specialists and strategic partners, we explore the market to find the best plans and coverage for our clients from multiple insurance companies and sources. We maintain a highly competitive practice and strive to build long term relationships with our clients while delivering the highest level of personalized service.
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