Account Manager

Roles and Responsibilities

Job Description:

• Working closely with the sales team in managing broker relationships and new business opportunities.
• Develop and maintain relationships with our broker partners and their clients.
• Gain Knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness, and medical.
• Serve as a technical resource on ancillary lines of coverage for brokers, clients and sales reps.
• Implement sold cases with our insurance carrier partners and Third Party Administrator.
• Become an expert at building out cases and training our clients on our online enrollment and eligibility platforms.
• Hosting web or in-person demos of the benefit administration platforms with our broker partners and their clients.
• Develop relationships with our carrier partners and Third Party Administrator Partner
• Provide prompt, efficient, high quality service to our broker partners and clients.

Required, Knowledge, Skills and Abilities:

• Must be able to work in a fast-paced environment.
• The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar.
• Must have the ability to learn quickly.
• The candidate has a sense of urgency and takes pride in their work.
• Must be comfortable in a team environment.
• Must have the ability to articulate solutions to customer service issues.

The qualified candidate should have the following:

• At least one year of professional work experience.
• Employee Benefit industry experience is not required but preferred
• Self-motivated and goal oriented
• Strong organizational, time management and follow-through skills
• Highly proficient in the basic of Microsoft Excel and Word
• Excellent communication skills both written and verbal
• Undergraduate degree (Preferred, but not required)
• Desire to continually learn new products and services
• Life and Health license preferred or willing to become licensed within 180 days of employment

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Work Location: In person