Account Manager - Employee Benefits
Core
Manage client accounts and a book of business for employee benefits, processing service requests, policy changes, and renewals while supporting sales executives.
Role type
Account Manager (Employee Benefits)
Builds
Insurance policies and service solutions for clients
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 insurance licensing
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