Hybrid Account Manager

at Pan-American Life Insurance Group

• Job title: Account Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Account Manager responsible for client relationships at Pan-American Life Insurance Group. Leading account objectives and ensuring customer satisfaction with insurance services and products.

Responsibilities

• Build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction
• Be responsible for achieving assigned account objectives
• Represent the entire range of company products and services to assigned customers
• Lead the customer account planning cycle and ensure assigned customers’ needs and expectations are met by the company
• Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
• Be responsible for the set-up and implementation of new accounts
• Meet deadlines, produce a quality work product in a fast-paced environment, and provide positive team participation and support
• Provide insurance-related tasks in servicing and obtaining accounts
• Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
• Create policy books and information
• Process new business, renewals, policy changes, and cancellations
• Prepare new and renewal client submissions and proposals
• Prepare, file, and retrieve sales-related documents, such as contracts
• Ensure accuracy prior to submittal on new or renewal business
• Assist in the maintenance and input of account information of the sales database
• Prepare and authorize ID cards and other fulfillment materials
• Process policy change requests
• Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
• Prepare post enrollment summary reports
• Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account status
• Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes
• Serve as back-up to Senior Account Managers
• Attend meetings, calls, and demos for the Account Management Team
• Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
• Perform other duties as required and/or assigned

Requirements

• 2 years of insurance, customer service, or comparable experience
• Bachelor’s degree preferred
• Competent and proficient understanding of the Microsoft Office suite
• Knowledge of business English, proper spelling, grammar, and punctuation
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
• Excellent customer service philosophy
• Excellent problem-solving skills
• Excellent project management and time management skills
• Excellent skills in reliability, initiative, and stress tolerance
• Strong presentation skills
• Strong attention to detail and ability to self-check work
• Task oriented, excellent organizational skills, and ability to prioritize workload
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
• Ability to effectively communicate orally or in written form with executives, management, sales, and operations staff
• Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
• Ability to operate a keyboard if required to perform the essential functions of the job
• Ability to perform in a professional appearance and manner
• Ability to read and interpret a document if required to perform the essential functions of the job
• Ability to travel if required to perform the essential functions of the job
• Ability to work under stressful conditions and competing deadlines

Benefits

• Comprehensive Compensation Packages (base & bonus)
• A Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples.
• New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.
• Hybrid Work Opportunities