Account Manager - Employee Benefits
Core
Service and maintain existing employee benefits insurance accounts while identifying opportunities to increase business for middle-market clients.
Role type
Account Manager (Employee Benefits)
Builds
Retention and growth of insurance business for middle-market clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, cross-selling, up-selling, policy interpretation, claims troubleshooting, client relationship management, data documentation, team mentorship
Preferred skills
Industry knowledge of insurance changes, independent decision-making, negotiation with underwriters
Technologies
Microsoft Office Suite, broker management systems
Responsibilities
Manage a book of middle-market insurance business; Provide professional service to clients and carriers; Support producers in obtaining and expanding business; Identify cross-sell and up-sell opportunities; Produce policy documents and verify accuracy; Analyze client insurance objectives and recommend suitable plans; Resolve escalated service issues and negotiate with carriers; Document transactions and update management systems; Mentor lower-level colleagues.
Seniority
Mid-level, hands-on IC