What are the responsibilities and job description for the Account Manager position at Amerilife Group, LLC?
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For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
KME Insurance Brokerage, an Amerilife company, is seeking a highly organized and detail-oriented Account Manager to join our growing team. In this role, you will manage a block of our brokers’ guaranteed issue disability and life insurance clients. Key responsibilities include overseeing annual benefit updates, coordinating with carriers, and managing new hire enrollments and eligibility add-ons.The ideal candidate is a proactive multi-tasker with strong data management and client communication skills. This individual will play a critical role in driving client satisfaction and support revenue growth across a large and dynamic client base.
Job Description
Key Responsibilities:
- Independently manage a block of business, including renewals, onboarding of new accounts, and benefit changes.
- Serve as a primary point of contact for brokers and clients within the life and disability insurance space.
- Ensure timely and accurate processing of benefit updates, especially during annual review cycles.
- Coordinate add-ons for newly eligible employees and ensure accurate data entry and carrier communication.
- Handle a large portfolio of client groups, requiring ongoing follow-up and prompt resolution of requests.
- Generate and manage over $1 million in annual revenue through effective client relationship management.
- Analyze and manipulate data to support internal reporting and guide client decision-making.
- Collaborate cross-functionally to ensure seamless service delivery and issue resolution.
- Maintain accurate records and documentation in compliance with company and industry standards.
Qualifications:
- Minimum 3 years of experience in account management, preferably within insurance or employee benefits.
- Strong organizational skills with a keen attention to detail.
- Demonstrated ability to manage multiple priorities and meet deadlines effectively.
- Proficiency with data tools, CRM systems, and the Microsoft Office Suite (Excel, Outlook, Word).
- Excellent communication skills—both verbal and written—with confidence in interacting with brokers and clients via phone and email.
- Prior experience with life and disability insurance products is strongly preferred.
