Employee Benefits Account Manager
Core
Manage an assigned book of business for middle market accounts, focusing on client retention, service delivery, and transaction processing.
Role type
Account Manager (Employee Benefits)
Builds
Client service plans and transaction implementations for insurance and benefits products
Domain
Insurance and Employee Benefits
Deliverable
client delivery
Required skills
Life & Health insurance licensing, client service, transaction processing, book of business management, mentoring, policy form interpretation, data entry
Preferred skills
Middle market account experience, personal development, organizational skills
Technologies
Microsoft Word, Excel, Outlook
Responsibilities
Provide quality customer service to existing accounts, oversee preparation and implementation of transactions and paperwork, manage a book of business exceeding $200K in revenue, mentor Associate Account Managers and Team Assistants, implement Client Service Plans, maintain accurate client information in systems
Seniority
Mid-level, hands-on IC