Role OverviewThe Account Manager position maintains a professional relationship with clients through exceptional customer service, supporting sales agents in producing new business and renewing existing business, and serving as an advocate to clients and their employees.
What You Will Do
The Account Manager will act as the primary contact between clients, prospects, agencies, and producers, handle service requests, initiate and handle marketing of accounts, and process necessary paperwork for submission to the carrier.
Why It Might Be a Fit
The ideal candidate will have 5 years of employee benefits and account management experience, a strong understanding of current employee benefits, regulations, and industry standards, and a commitment to continuous learning and professional development.
Requirements
- 5 years of employee benefits and account management experience in the insurance field
- Active Life & Health License
- Industry-related designations preferred
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Benefits
- Medical, dental, vision, prescription drug coverage
- 401K
- Equity prescription incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Company paid holidays
- PTO
- Employee Wellness Program
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