Life & Health Insurance Account Manager

Job Summary

Managing a block of small employee benefits accounts, the remote Employee Benefits Account Manager will serve as the main point of contact for clients, ensuring day-to-day servicing, retention of policies, and promoting growth through account management and new business initiatives.

Key responsibilities

• Develop and maintain relationships with clients, carriers, and internal teams
• Service and manage all aspects of customer service for assigned accounts
• Make recommendations regarding policy coverages and maintain accurate records in the agency management system

Required qualifications

• 3 to 5+ years of Employee Benefit Retail Insurance experience
• Active Life & Health Insurance License
• Proficiency with core Benefits insurance coverages and carrier online platforms
• Ability to maintain confidentiality and handle multiple tasks simultaneously
• Strong organizational skills and a high level of energy and teamwork orientation