Account Manager overseeing clients' Property & Casualty insurance needs while managing a book of business. Collaborating with internal teams to ensure service deliverables meet client expectations.
About the role
- Associate Account Manager supporting client service teams in delivering high-quality health insurance solutions. Works closely with Senior Account Managers to ensure a seamless client experience.
Responsibilities
- Supports Senior Account Managers and Account Managers in managing an assigned book of business
- Serves in an advisory capacity for clients
- Coordinates and reviews accuracy of client-facing materials
- Collaborates with Senior Account Managers to manage the annual renewal process
- Reviews insurance contracts
- Supports compliance deliverables
- Assists with client acquisitions and new division onboarding
- Supports Open Enrollment project management
- Oversees post-enrollment audit process
- Aids in carrier implementation
- Partners with benefits technology teams
- Maintains client plan(s) detail updates in CRM
Requirements
- 2+ years’ experience in broker agency or benefit administration firm, required
- Current Life and Health license, required
- Thorough knowledge of health and ancillary products, required
- Working knowledge of all Microsoft Office products, required
- Familiarity and practical knowledge of quoting process and tools, preferred
- Bachelor’s Degree, preferred
- Experience with benefit administration systems, preferred
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses
- Employee perks and discounts
Job title
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