About the position
The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Account Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. An Account Manager establishes effective working relationships with internal partners, clients, and carriers. Account Managers are expected to manage a book size between $500,000 and $750,000 of Agency revenue.
Responsibilities
- Proactively and professionally manage client service relationships.
- Maintain open communication channels with internal partners, clients, and carriers.
- Communicate due dates, timelines, and expectations to clients and partners.
- Identify problems, summarize, and develop strategic solutions.
- Install new group insurance contracts for clients effectively utilizing resources to match client needs.
- Administer renewals including preparing appropriate contractual changes.
- Inform clients of ERISA, COBRA, and FMLA compliance measures.
- Develop employee communications on behalf of the client for the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications.
- Develop and maintain excellent carrier relationships.
- Attend employee new hire and open enrollment meetings as needed.
- Maintain agency management and commissions software.
- Remain informed regarding industry information and new product information.
- Expect to further industry education through insurance courses and pursue an industry designation.
- Expected to be a strong member of the community and further personal development in volunteer opportunities.
Requirements
- High School Diploma required; Bachelor's or Associate's degree preferred.
- Minimum of three years of experience delivering client-focused solutions based on customer needs.
- Experience with group health insurance is preferred.
- Current life and health insurance license, or willingness and ability to obtain within 90 days of employment.
- Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization.
- Ability to successfully interact with a variety of client personality types.
- Ability to follow up on activities from start to finish while working independently.
- Proven ability to manage multiple projects while paying strict attention to detail.
- Demonstrated computer proficiency in Microsoft Office, and ability to learn new software applications.
