Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 24 days ago

Licensed Agency Account Manager

CoAd.39 open roles

Pay
$105,000 – $110,000 a year
Where
Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowLicensed Agency Account ManagerCoAd. · Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on CoAd.'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.4% of postings close within 7 days. Measured by our own scanner across the market. CoAd. postings stay open a median of 1 days.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: posted 24 days ago

CoAd. median: 1 days open

The posting

As a licensed Agency Account Manager (Insurance Agent), you will partner with Business Consultants, Regional Benefits Consultants (RBC) and/or Human Resource Consultants to create and present CoAd Benefit Solutions products and services to major account prospects, clients, and employees. Develop long-term relationships with internal partners and clients by interacting in your designated Region to deliver Agency renewals, conduct enrollment meetings, and present strategic benefit and contribution analysis. You will be seen as a subject matter expert on topics such as Health Care Reform, Small and Large Group Insurance requirements, and all benefit products including medical, dental, vision, life, LTD, STD, FSA, HSA, and HRA.

Key Responsibilities

· Primary Role: Manager large BoB and Primarily Smaller Accounts (30-50 Accts with Spread out effective dates). Pick up new accounts post implementation from Benefits Analyst.

· Secondary Role: Support other account managers and special projects with agency service, special projects.

· Tertiary: Quoting/Strategy/Overflow (ACA Small Group Primarily, then Large Group once Proficient).

· Creates and presents strategic benefit and contribution analysis documents for prospective and current clients.

· Prepares CoAdEnroll and/or enrollment packets and conducts employee enrollment meetings

· Collects all employee enrollment documentation and ensures clean and accurate case submission to carriers to meet enrollment deadlines.

· Prepare and deliver client renewals with alternate strategies as appropriate in a timely and professional manner.

· Interface with internal service teams to assist in system updates needed for renewed clients

· Interface with carriers and/or GAs to implement new accounts

· Recommends additional products or services that clients are not currently utilizing.

· Partners with Benefit Specialists and Carriers to assist in client-centric escalated issues.

· Documents all activity and conversations in Salesforce to keep stakeholders up to date on client interactions.

· Develops and maintains long-term effective and professional relationships with internal departments, clients, and external brokers.

· Serves as Health Care Reform trusted advisor for Business Consultants, Human Resource Consultants, Benefit Specialists, Prospects, and Clients.

· Very limited travel

· Conducts all duties and responsibilities in a professional and confidential manner.

Required Skills & Experience

· PEO knowledge and familiarity with Master Plan products a plus

· Presentation skills-client facing or webinar

· Good communication skills-written and verbal

· Attention to detail

· Ability to follow through on all projects and deliverables within established timeframes.

· Listening and probing skills to assess and determine client and employee benefit needs.

· Ability to work in a fast-paced environment-in office and remotely

· Organization and time-management skills

· Strong knowledge and utilization of Microsoft Office Products including Word, Excel, SharePoint, and PowerPoint

· Develop knowledge of BenefitMall, CoAd Quantum, and Carrier Site quoting requirements

· Ability to work unsupervised

· Ability to work additional hours to complete work as necessary

Educational and Professional Licensing or Certification Requirements

· Bachelor’s Degree preferred and minimum of 3 years of experience in client-facing role within employee benefits

· Valid Health/Life state license (Non-resident licenses in TX, FL, CA, GA and CO a plus) Can be earned during first 90 days.

· Demonstrated ability to use AI tools effectively, including crafting clear prompts and critically evaluating outputs for accuracy and bias.

· Experience leveraging AI-powered tools to accelerate work, with sound judgment about when and how to apply them.

· Ability to integrate AI assistants into existing workflows while maintaining quality standards and human oversight.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against CoAd.'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on CoAd.'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    CoAd.'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.