What are the responsibilities and job description for the Account Manager position at Alpine Brokerage Group?
Company Description Alpine Brokerage Group is a full-service, independent wholesale distributor specializing in fixed and insurance-based retirement, protection, and savings products. The organization partners with financial professionals to deliver solutions that support long-term financial security for clients. As a wholesale distributor, Alpine Brokerage Group focuses on product expertise, service, and operational efficiency. Team members join a collaborative environment that values integrity, client service, and industry knowledge. The company offers opportunities to work closely with financial advisors and carriers in a dynamic, results-oriented business.
Role Description This is a full-time, on-site Account Manager role based in West Palm Beach, FL. The Account Manager will serve as a primary point of contact for financial professionals and distribution partners, managing day-to-day account relationships and ensuring timely, accurate responses to inquiries. Responsibilities include supporting new business and policy service requests, tracking applications and requirements, coordinating with internal teams and carriers, and resolving service issues. The role will involve presenting product information, assisting with case design, and providing ongoing support to help advisors position retirement, protection, and savings solutions for their clients. The Account Manager will also maintain accurate records in internal systems, prepare reports as needed, and contribute to process improvements that enhance the overall client experience.
Qualifications
- Strong relationship management, client service, and communication skills, with the ability to build trust and collaborate effectively with internal and external stakeholders.
- Solid organizational, time management, and follow-up skills, including the ability to manage multiple accounts, tasks, and deadlines in a fast-paced environment.
- Analytical and problem-solving abilities to interpret product information, handle complex service issues, and support case design and proposal development.
- Proficiency with standard office software (e.g., CRM systems, spreadsheets, word processing, and email) and the ability to quickly learn industry-specific platforms.
- Prior experience in financial services, insurance, brokerage, or a related field is strongly preferred; familiarity with fixed or insurance-based retirement and protection products is a plus.
- High attention to detail, accuracy in documentation, and a commitment to regulatory and compliance standards.
- Ability to travel to different regional locations, and collaborate daily with colleagues across sales, operations, and carrier partners working in our remote and home offices.
- Associate or bachelor’s degree in business, finance, or a related field preferred, or equivalent combination of education and relevant professional experience.