Int Account Manager Accident & Disability

Job Description Summary

The Intermediate Account Manager - Life, Accident & Disability will provide outstanding relationship management for day‑to‑day administration of complex voluntary insurance benefit plans on behalf of agents and clients. The role performs research, resolves issues, and communicates solutions/alternatives that best serve the customer, with an extra focus on short term disability claims.

• Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
• Research a broad range of inquiries/issues, determine potential solutions/alternatives, and negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot, and resolve issues.
• Handle more complex service issues, general administrative processes and/or key partnerships.
• Follow‑up with business groups and service vendors to ensure service levels are met.
• Initiate and 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 in the retention of in‑force voluntary plans.
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
• Provide education to agents, employers, internal wholesalers and regional vice presidents on product administration, systems, and portals.
• Participate as needed 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 and provide marketing materials for clients and agents; work directly with the Marketing team as needed.
• 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 to address client needs and provide education.
• 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 (Word, Excel, PowerPoint).

• Knowledge of voluntary insurance benefits.
• Life, accident & disability experience.
• Experience with CRM systems (e.g., Salesforce).
• Ability to multitask and prioritize.

• Hybrid work arrangement.
• Compensation information is provided pursuant to applicable pay transparency and compensation posting laws.

The salary for this position generally ranges between $62,000 – $75,000. This range is an estimate based on potential employee qualifications, operational needs and other considerations permitted by law.

This position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at company discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

• Competitive Pay
• Bonus for Eligible Employees
• Retirement benefits (Pension Plan, 401(k) Match)
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually
• 10 paid holidays per year
• Be Well holistic wellness program
• Parental Leave – 15 days of paid leave
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs