Contact Us

Hybrid Account Manager

at Pan-American Life Insurance Group
Visit Pan-American Life Insurance Group websiteVisit Pan-American Life Insurance Group LinkedIn

Posted 3 weeks ago

Apply now

About the role

  • Build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction
  • Be responsible for achieving assigned account objectives
  • Represent the entire range of company products and services to assigned customers
  • Lead the customer account planning cycle and ensure assigned customers’ needs and expectations are met by the company
  • Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
  • Be responsible for the set-up and implementation of new accounts
  • Meet deadlines, produce a quality work product in a fast-paced environment, and provide positive team participation and support
  • Provide insurance-related tasks in servicing and obtaining accounts
  • Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
  • Create policy books and information
  • Process new business, renewals, policy changes, and cancellations
  • Prepare new and renewal client submissions and proposals
  • Prepare, file, and retrieve sales-related documents, such as contracts
  • Ensure accuracy prior to submittal on new or renewal business
  • Assist in the maintenance and input of account information of the sales database
  • Prepare and authorize ID cards and other fulfillment materials
  • Process policy change requests
  • Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
  • Prepare post enrollment summary reports
  • Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account status
  • Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes
  • Serve as back-up to Senior Account Managers
  • Attend meetings, calls, and demos for the Account Management Team
  • Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
  • Perform other duties as required and/or assigned

Requirements

  • 2 years of insurance, customer service, or comparable experience
  • Bachelor’s degree preferred
  • Competent and proficient understanding of the Microsoft Office suite
  • Knowledge of business English, proper spelling, grammar, and punctuation
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
  • Excellent customer service philosophy
  • Excellent problem-solving skills
  • Excellent project management and time management skills
  • Excellent skills in reliability, initiative, and stress tolerance
  • Strong presentation skills
  • Strong attention to detail and ability to self-check work
  • Task oriented, excellent organizational skills, and ability to prioritize workload
  • Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
  • Ability to effectively communicate orally or in written form with executives, management, sales, and operations staff
  • Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
  • Ability to operate a keyboard if required to perform the essential functions of the job
  • Ability to perform in a professional appearance and manner
  • Ability to read and interpret a document if required to perform the essential functions of the job
  • Ability to travel if required to perform the essential functions of the job
  • Ability to work under stressful conditions and competing deadlines

Benefits

  • Comprehensive Compensation Packages (base & bonus)
  • A Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples.
  • New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.
  • Hybrid Work Opportunities

Job title

Account Manager

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridUnited States

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job

Similar roles

Browse all Account Manager jobs
Light & WonderAccount Manager, Table Games

Account Manager for Table Games at Light & Wonder, managing sales and relationships with licensed casino operators. Enhancing customer service and maintaining comprehensive product understanding in gaming.

Onsite Role
United StatesAccount Manager
DesjardinsAccount Manager, Business

Business Account Manager promoting services and maintaining essential client relationships at Desjardins. Driving sales objectives and managing complex client needs with strategic communications.

Hybrid Role
MontréalCanadaAccount Manager
ESA - Electronic Security AssociationSenior Account Manager – Datacom

Regional Datacom Specialist responsible for business development and account management in Datacom Team. Selling network cabling and hardware solutions while ensuring customer satisfaction and sales productivity.

Hybrid Role
DoravilleUnited StatesAccount Manager
$57,913 - $107,247 per year
LMTDKey Account Manager

Key Account Manager at Zeelandia UK managing key accounts in the bakery ingredients sector. Delivering annual sales plans and contributing to company strategy while collaborating with cross - functional teams.

Hybrid Role
WiganUnited KingdomAccount Manager
£42,000 - £49,000 per month
pleezAccount Manager

Account Manager responsible for maximizing restaurant clients' value from AI platform. Collaborating with teams to drive delivery performance and improve operational excellence.

Hybrid Role
MadridSpainAccount Manager
€24,000 - €28,000 per year