Intermediate Account Manager

Job Description Summary

Provide outstanding relationship management for day‑to‑day administration of complex voluntary insurance benefit plans on behalf of agents and clients. Perform research, resolve issues, and communicate solutions/alternatives that best serve the customer.

• 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 and determine potential solutions/alternatives; 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.
• Make suggestions to use the system to its fullest advantage.
• 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 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 (e.g., Word, Excel, PowerPoint)
• Knowledge of voluntary insurance benefits (Preferred)
• Experience with CRM systems (e.g., Salesforce) (Preferred)