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 or 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 and issues, determine potential solutions or alternatives, and negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot, and resolve issues, handling more complex service scenarios and 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, and recommend ways 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, working directly with the Marketing team as needed.
• Keep current on products and systems to continually educate agents and clients.

• Bachelor's degree in a business field or equivalent combination of education and experience.
• Two years of insurance or client‑relationship experience.
• Experience in customer service, relationship management, or research 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 (Word, Excel, PowerPoint).

• Knowledge of voluntary insurance benefits.
• Experience with CRM systems (e.g., Salesforce).

Hybrid.

Salary range: $62,000 to $75,000.

Eligible for an annual bonus based on the Company Bonus Plan and individual performance, 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.