Maryland Licensed Life Account Manager

Job Summary

A company is looking for a Life Practice Account Manager (Individual Client/Policy Service).

Key Responsibilities

• Collect, analyze, and prepare information to support client requests and team activities
• Directly interact with clients on daily questions and requests
• Conduct research and produce financial analytics for client deliverables

Required Qualifications

• 7+ years of individual Life/Disability/LTC industry experience
• 5+ years of experience in High-Net-Worth client service
• Valid State L&H license
• Resourceful and proactive self-starter with a commitment to professional growth
• Strong proficiency in Microsoft Excel and Word