Account Manager - Employee Benefits
Core
Manage client accounts and book of business for employee benefits, processing service requests, policy changes, and renewals.
Role type
Account Manager - Employee Benefits
Builds
Insurance policies and service delivery for individuals and businesses
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
client account management, policy administration, insurance application processing, carrier relationship management, sales support, record maintenance
Preferred skills
Life/Health insurance licensing, 2+ years experience
Technologies
N/A
Responsibilities
Manage client accounts including processing service requests, policy changes, cancellations, and renewals; 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
Seniority
Mid-level IC