What are the responsibilities and job description for the Account Manager position at MKE Benefits?
Marketing Blurb:We are growing our team! Our Account Managers work in-person in our renovated downtown office where we operate with a collaborative team mentality - each member takes pride in their achievements and supports their colleagues. We are walking distance from various amenities including restaurants, fitness clubs, the Milwaukee Riverwalk, Lake Michigan, parks, museums, and the Historic 3rd Ward. This is a great opportunity to start your new career in employee benefits insurance!
About MKE Benefits
MKE Benefits is a leading insurance brokerage/ agency dedicated to assisting individuals and local businesses in addressing their insurance needs. Our agency specializes in health, life, Medicare, and related products. Headquartered in downtown Milwaukee in the 411 East Wisconsin Building, we are focused on the Wisconsin market, with an emphasis in Southeastern Wisconsin. MKE Benefits was founded in 2018, has had double digit revenue growth every year, and is a recipient of the Torch Award for Ethics from the Better Business Bureau. See our website at https://mkebenefits.com/ and our LinkedIn page at https://www.linkedin.com/company/mke-benefits/ for more details.
Job Description:
This is a great role for anyone looking to work in a professional office, learn the employee benefits insurance business, and develop their career. The ideal candidate is someone who enjoys interacting with clients while also maintaining an attention to detail. As this person learns the insurance business, they will become proficient in identifying needs of both existing and potential clients. Account Managers play a crucial role in problem solving with clients on insurance policy issues, making recommendations and reenrolling clients during annual open enrollment. Candidates do not need prior insurance industry experience, and while this position is client facing, it is not a sales role.
Responsibilities:
· Learn how insurance works and our agency’s role in the process, while working with our experienced staff
· Become licensed for health and life insurance, at the company's expense and within the first 6 months
· Once trained and licensed, an Account Manager will start to work with clients and their accounts
· Create and maintain strong relationships with customers to better understand and fulfill their needs
· Quote and provide recommendations to individual clients on insurance plan options
· Assist in enrolling new and renewing current benefits
· Address claims, billing, and other questions promptly and effectively
· Document detailed client information, policies, notes, and future actions accurately and in a timely manner in the company's customer relationship management system
· Perform other office administrative functions as needed
Qualifications:
· Previous experience in customer service and/or account management
· Articulate and comfortable in a client-facing role
· Proficient in Microsoft Office, especially Excel and Word
· Willingness and ability to learn new computer software programs
· Proficient in written email communication, with a strong command of clarity, professionalism, and effectiveness
· Ability to learn quickly, adapt to changes, take initiative, have a high level of accuracy, and work independently