Int Account Manager Accident & Disability

• Develop and maintain close relationships with clients, agents, and internal partners to deliver superior customer service and improve client retention
• Research inquiries and issues, determine solutions or alternatives, and negotiate problem resolution
• Gather data from multiple systems to interpret, troubleshoot, and resolve issues
• Handle complex service issues, administrative processes, and key partnerships
• Follow up with business groups and service vendors to ensure service levels are met
• Lead calls with agents, clients, and enrollment vendors to review account details, discuss plan offerings, and resolve complex service-level issues
• Identify and promote additional service opportunities to aid retention of inforce voluntary plans
• Address client needs, develop action plans, and consult on products, services, and capabilities
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals
• Participate in cross-functional initiatives as a department subject matter expert
• Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client-level issues
• Produce marketing materials for clients and agents and work with the Marketing team
• Keep current on products and systems to educate agents and clients

• Bachelor’s degree in a business field or equivalent combination of education/experience
• Two years of insurance or client relationship experience
• Customer service, relationship management, or research-related experience in a corporate environment
• Excellent written and oral communication skills
• Excellent attention to detail and organizational skills
• Technical aptitude to quickly learn software applications
• Ability to work independently and leverage resources to complete assignments
• Advanced proficiency using Microsoft Office products, including Word, Excel, and Power Point
• Knowledge of voluntary insurance benefits preferred
• Life, accident, and disability experience preferred
• Experience with CRM systems such as Salesforce preferred
• Ability to multitask and prioritize preferred
• Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Demonstrates strong client relationship management and customer service skills, with a focus on resolving complex issues and improving client retention. Proficient in utilizing CRM systems and Microsoft Office products to support operational efficiency and effective communication.

• Client Relationship Management
• Customer Service
• CRM Systems Experience
• Microsoft Office Proficiency
• Voluntary Insurance Knowledge

• Data Interpretation
• Problem Resolution
• Billing Discrepancy Review
• Product Administration
• Research Skills

• Excellent Communication Skills
• Attention to Detail
• Organizational Skills
• Ability to Multitask
• Independent Work

• Voluntary Insurance Benefits
• Life Insurance
• Accident Insurance
• Disability Insurance

• Salesforce
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point