Life and Health Insurance Account Manager

About the role

Candidates must have an active life and health license. This is a position requiring onsite presence.

Responsibilities

• Manage and grow a book of small group clients
• Lead renewal and strategy meetings with business owners
• Present proprietary health plan solutions
• Work with associations and chambers of commerce
• Aid in processing new and renewal insurance policy tasks accurately and on time
• Review policies for discrepancies and submit necessary changes to carriers
• Grow client loyalty through positive relationships and advocacy
• Continuously enhance insurance expertise, leadership, and communication skills

Requirements

• Active Life and Health License
• 2 - 5 years of Life and Health / Employee Benefits experience
• PC proficiency, including MS Office: Outlook, Word, Excel
• High school diploma or GED

Qualifications

Specialty Designation. Additional Revenue. Exceptional customer service skills. Excellent multi-tasking, organizational, delegation, and decision-making skills. Outstanding verbal/written communication skills. Ability to handle large workloads with high accuracy. Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others.

Skills

• Knowledge of specialty designations
• Ability to generate additional revenue
• Exceptional customer service
• Strong organizational and decision-making skills
• Outstanding communication abilities
• High accuracy in handling large workloads
• Positive personal character traits

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous Paid Time Off Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

Pay

N/A

Schedule

N/A

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous Paid Time Off Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities