Account Manager providing excellent customer service to policyholders in the insurance industry. Answering inquiries, resolving issues, and offering tailored solutions to meet client needs.
About the role
- Senior Account Manager ensuring successful delivery of client services for insurance and benefits. Building relationships, understanding needs, and managing proposals and renewals.
Responsibilities
- Ensure successful delivery of services to clients by creating and implementing customized service plans
- Build strong relationships with clients, understanding their needs, negotiating coverage, and managing proposals and renewals
- Engage in strategic planning for clients, understanding the full scope of their business
Requirements
- 5+ years previous insurance experience in applicable insurance products/lines, various funding mechanisms and Employee Benefit techniques
- Negotiating contracts, leading renewal meetings and presenting at open enrollment meetings
- Being a self-starter; a highly organized problem solver with good time management skills to meet deadlines
- Creating detailed analyses and presentations for prospect or client meetings
- Reviewing the accuracy of others’ work on a project or task
- Strong proficiency with Excel Spreadsheets, Word Documents, PowerPoint and navigating in Agency Management Systems
- Strong financial acumen and ability to interpret complex self-funded policies
- Guiding others on a fast paced, high-energy team while maintaining a positive attitude
- Life & Health license preferred, or the ability to obtain upon hire
- BS/BA in Business, Insurance or related field
- GBA, CEBS, VBS or other professional insurance designation related to Benefits
- Experience working with Applied Epic, agency management system
- Available to travel for client meetings, as needed
Benefits
- Medical, dental, vision, 401K benefits and more
- The flexibility to work at home or an office, based on your discretion and schedule
- Start with 20 days of paid time off
- A paid day off to volunteer and company-organized volunteer events
- Up to $1,000 per year in matching charitable donations
- Up to $750 per year in wellness rewards
- All the nitro cold brew coffee and sparkling water you can drink
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