Account Service Representative
Core
Manage a portfolio of Group Insurance & Retirement (Pension) clients, delivering proactive service and education on benefits.
Role type
Account Service Representative (Client Services)
Builds
Group insurance and retirement benefit programs for employers
Domain
Insurance & Retirement / Human Resources
Deliverable
client delivery
Required skills
client relationship management, client education, documentation processing, travel logistics, liaison coordination, problem-solving, Microsoft Office proficiency
Responsibilities
Manage assigned client block, host employee meetings and training sessions, respond to client inquiries via email/phone/meetings, collect and process documentation, travel to client sites including overnight trips, act as liaison between clients and carriers
Seniority
Individual Contributor
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