Associate Account Manager - Employee Benefits
Core
Provide professional service and clerical/technical support to producers and clients for obtaining, maintaining, and expanding employee benefits accounts.
Role type
Associate Account Manager (Employee Benefits)
Builds
Employee benefits accounts and insurance proposals
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Insurance product knowledge, Microsoft Office Suite proficiency, client communication, organizational skills, regulatory compliance
Preferred skills
Life, Accident and Health Insurance License, 1-2 years of professional experience, insurance industry background
Technologies
Microsoft Office Suite (Word, Excel, Outlook)
Responsibilities
Respond to insureds' service needs, assist producers in adding coverages, produce quote requests and proposals, manage renewals, refer clients to other departments, maintain client filings
Seniority
Entry-level to Junior