Account Manager
Core
Market voluntary benefit products to prospects and current clients, managing plan design, rates, and enrollment.
Role type
Account Manager (Voluntary Benefits)
Builds
Voluntary benefit plans and services for local businesses and individuals
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
State life and health insurance licensing, plan design, rate quoting, carrier coordination, enrollment management, claims assistance, regulatory compliance, Microsoft Office proficiency
Preferred skills
Benefits brokerage experience, customer service, business acumen, problem-solving
Responsibilities
Market voluntary benefit plans, prepare presentation materials and quotes, coordinate data and rates from carriers, review plan documents for accuracy, implement new plans and policies, train clients on plan administration, conduct enrollment meetings, assist with claims and coverage changes, document client interactions, monitor product changes
Seniority
Mid-level, hands-on IC