Account Manager

Responsibilities

• Work closely with our external sales team, internal partners and insurance carriers in managing your assigned broker and client relationships.
• Manage implementation process for new employer clients within assigned brokers’ block.
• Train new group administrators on chosen GIS Connect enrollment platform.
• Collaborate with the Renewal Specialist in managing upcoming renewals to maintain persistency and client satisfaction.
• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.

• Must be able to work in a fast-paced environment.
• The ideal candidate will be comfortable with all methods of communication: in person, phone and email.
• Must have the ability to learn quickly.
• The candidate has a sense of urgency and takes pride in their work.
• Must be comfortable in a team environment.
• Must have the ability to problem solve complex issues and articulate resolution to broker and client clearly and concisely.
• Ability to assess incoming requests and delegate or elevate to appropriate internal or external resources.

• Insurance carrier or broker experience is not required but preferred
• Self-motivated and goal oriented
• Strong organizational, time management and follow-through skills
• Highly proficient in the basics of Microsoft Excel and Word
• Excellent communication skills both written and verbal
• Undergraduate degree (Preferred, but not required)
• Desire and ability to continually learn new products and services and processes
• Life and Health licensed within 180 days of employment

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.