Account Manager - Employee Benefits
Core
Service and maintain existing Middle Market insurance accounts, identify business growth opportunities, and support producers in obtaining and expanding business.
Role type
Account Manager (Employee Benefits)
Builds
Insurance policies, coverage outlines, and client service solutions 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, risk analysis, Microsoft Office proficiency, broker management systems
Preferred skills
Mentoring, industry continuing education, independent decision-making
Responsibilities
Manage a book of Middle Market insurance business, provide professional service to clients and carriers, support producers in business acquisition, identify cross-sell and up-sell opportunities, produce policy documents, act as liaison to resolve complex service issues, conduct client meetings, document transactions, mentor lower-level colleagues
Seniority
Mid-level, independent IC