Account Manager

The Account Manager position is vital to the success of the Benefits Team. The main responsibility of this position is to provide excellent service to each Client, support the Advisor and Senior Account Manager, Benefits, and serve the needs of the team.

• Identifies the impact of one’s own work (e.g., decisions, issues) on others.
• Listens to Client needs and challenges.
• Offers constructive feedback to current practices and processes.
• Suggests improvements to current approaches.

• Acts as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
• Communicates effectively across various levels of a Client’s organization.
• Makes regular service calls to Clients.
• Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
• Strives to meet service standards in all circumstances.
• Follows up with Clients to ensure that their needs have been met.
• Looks for ways to add value beyond Clients’ immediate requests.

• Prepares employee enrollment materials and presents employee benefits via webinars, benefit fairs, and face‑to‑face enrollment meetings.
• Manages employee booklets, enrollment kits, enrollment forms, letters and checklists.
• Prepares reports.

• Maintains quality of applications and enrollment applications.
• Small Group Only:
  Presents Marketing results and renewal to the Client.

• Attend meetings, seminars and programs to learn about new products and services, acquire new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

• Prefer bachelor’s degree or at least an Associate’s degree from a two‑year college or technical school.
• High school diploma or equivalent is required.
• Prefer a minimum of three to five years related industry experience and/or training.
• Proficient in fully insured marketplace; carriers, underwriting requirements and the benefits/services they offer.
• Maintain a current Indiana Life & Health Insurance license.

• Exceptional in Microsoft Word and Excel.
• Proficient in Microsoft PowerPoint, Publisher, Outlook and Adobe.
• Ability to perform duties in a high‑pressured, fast‑paced environment.
• Must be highly organized and detail‑oriented with the ability to prioritize and remain flexible.
• Professional telephone skills and etiquette.
• Self‑motivated and able to work both independently with limited supervision and within a team.
• Excellent oral and written communication skills.
• Ability to respond to common inquiries or complaints from customers or carriers.
• Ability to prepare proposals for presentation and review.
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division.
• Ability to think independently and critically.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to read, analyze, and interpret industry policies and contract documents.
• Ability to effectively present information to insureds and carriers.

Differs with experience.

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent may be requested to perform job‑related tasks other than those stated in this description.