Account Manager - Employee Benefits
Core
Manage client accounts, process service requests, and provide insurance information to support sales goals for a book of business over $400,000.
Role type
Account Manager - Employee Benefits
Builds
Insurance policies and client service for individuals and businesses
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Client account management, insurance application processing, policy compliance review, carrier relationship management, sales support, record maintenance
Preferred skills
Life/Health licensing, 2+ years of relevant experience
Technologies
N/A
Responsibilities
Manage client accounts including processing service requests, policy changes, and cancellations; Review insurance applications and policies for compliance; Provide insurance information and support to Sales Executives; Screen and process insurance applications; Prepare and compile insurance-related documents; Market existing and new accounts; Maintain positive carrier relationships; Assist in meeting office sales goals
Seniority
Mid-level, hands-on IC