Account Manager

About the role

The Account Manager primarily serves as a liaison between Hamilton Insurance Agency and our clients. This position is open to fully remote candidates. Individuals located near the Bethesda, MD office will be expected to work in a hybrid capacity.

Responsibilities

• Answering product and service questions in a timely and efficient manner.
• Respond promptly to telephone and email inquiries from clients about their accounts.
• Follow up on pending issues.
• May also act as liaison between client and carrier on escalated service issues and problems.
• Aid Sales Executives with research and preparation for client presentations by evaluating current product results, identifying fill needs, monitoring competitive options, and analyzing and relaying customer experience.
• Prepare a recommended list of benefits and carriers to shop for coverage.
• Cook up renewals with Producer and/or management and BA.
• Aid with RFPs, and carrier recommendations.
• Prepare client spreadsheets and presentations.
• Client presentations including plan renewals, premium quotes and coordination of annual enrollments per company policy.
• At times, you may negotiate premiums with carriers.
• Delegate items when appropriate to the internal sales and marketing team to ensure all client deliverables are met timely.
• Maintain accurate records.
• Handle highly confidential and sensitive information.
• Develop and maintain a comprehensive understanding of a variety of document requirements such as applicable reports, spreadsheets, group applications etc. as well as current knowledge of related industry laws and regulations.
• Follow applicable processes and procedures to meet expectations and turnaround times.
• Perform other duties and special projects as assigned.
• Overall case management, coordination, tracking and issue resolution working with various internal organizations and the client. Includes benefits administration and service coordination for client satisfaction.

Requirements

• Maintain a stationary sitting position most of the workday. When applicable, move about inside and outside buildings.
• Operate computer, telephones and other office equipment, including grasping, fine manipulation, and repetitive motion.
• Bend, stoop, crouch and reach on a regular basis.
• Observe and identify surroundings. Judge distances and spatial relationships so as to see objects where and as they actually are.
• Comprehend and exchange detailed information, including conveying it to others accurately and/or quickly.
• Maintain composure and effectiveness under pressure in a deadline-driven environment.
• Concentrate, recognize, remember, reason, analyze and make decisions.
• Knowledge of employee benefits programs and procedures.
• Proficient oral and written communications skills (ability to read and write, follow written and verbal instructions, and communicate effectively in English).
• Strong analytical, critical thinking and problem-solving skills.
• Ability to read and interpret data, learn and apply new information and/or skills.
• Good interpersonal skills. This includes being polished, courteous, professional, and patient.
• Good organizational and time management skills (able to manage multiple tasks concurrently, adapt to changing priorities, and meet deadlines).
• Detail oriented.
• Good judgment.
• Strong computer skills including Microsoft Office Suite (Word, Excel).

Qualifications

• A high school diploma required.
• Professional Licenses/Certifications: Life & Health License (or must be obtained within 6 months of hire).
• At least 3 years of related experience.

Benefits

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Pay

The base salary range for this position is $52,000 – $92,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Schedule

In addition to the base salary, this position may be eligible for performance-based incentives.