What are the responsibilities and job description for the Account Manager - Individual Benefits position at W3Global?
Job Overview
The Account Manager works closely with a team of agents to provide excellent service and support to individual clients by maintaining a thorough understanding of products, services, and industry trends.
Qualified candidates will be licensed and have 3 years of Employee Benefits experience.
Responsibilities
Serves as contact for all day-to-day service issues and other inquiries for assigned clients
Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
Tracks, manages, and documents open issues keeping the client and agent informed of status and resolution
Quotes, analyzes, and compares health, individual and ancillary products
Submits applications and tracks to approval
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals and proposals
Reviews client contracts and policies for accuracy
Supports agents with new and renewal business presentations as needed
Maintains agency management system with up-to-date and accurate information
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Requirements
Required Knowledge and Skills:
Health insurance industry experience with knowledge of individual insurance and Medicare products
Practical knowledge of quoting process and tools
Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
Analytical and critical thinker with ability to conduct independent research
Strong organizational skills with ability to prioritize and manage a large workload
Excellent verbal and written communication skills
Ability to effectively explain complex information both verbally and in writing
Strong editing and proofreading skills
Attention to detail and ability to complete tasks with a high degree of accuracy
Ability to perform basic mathematical computations
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications
Attend product training and continuing education courses
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
The Account Manager works closely with a team of agents to provide excellent service and support to individual clients by maintaining a thorough understanding of products, services, and industry trends.
Qualified candidates will be licensed and have 3 years of Employee Benefits experience.
Responsibilities
Serves as contact for all day-to-day service issues and other inquiries for assigned clients
Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
Tracks, manages, and documents open issues keeping the client and agent informed of status and resolution
Quotes, analyzes, and compares health, individual and ancillary products
Submits applications and tracks to approval
Manages renewal timeline to ensure timely execution of client decisions
Prepares summaries of insurance, renewals and proposals
Reviews client contracts and policies for accuracy
Supports agents with new and renewal business presentations as needed
Maintains agency management system with up-to-date and accurate information
Builds and maintains strong customer relationships through pro-active communication
Communicates and educates clients on latest industry trends, issues, and changes
Requirements
Required Knowledge and Skills:
Health insurance industry experience with knowledge of individual insurance and Medicare products
Practical knowledge of quoting process and tools
Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
Analytical and critical thinker with ability to conduct independent research
Strong organizational skills with ability to prioritize and manage a large workload
Excellent verbal and written communication skills
Ability to effectively explain complex information both verbally and in writing
Strong editing and proofreading skills
Attention to detail and ability to complete tasks with a high degree of accuracy
Ability to perform basic mathematical computations
Ability to follow existing processes, procedures, and verbal instruction
Ability to manage multiple priorities, accurately, efficiently, and independently
License And Certification Requirements
Valid WI driver's license and acceptable driving history
Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications
Attend product training and continuing education courses
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Salary : $45,000 - $60,000