Account Manager

Pan-American Life Insurance Group (PALIG) is seeking an Account Manager to join the U.S. Benefits Account Management department. The Account Manager will need to build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction. In addition, the Account Manager will:
* Be responsible for achieving assigned account objectives
* Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company
* Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
* Be responsible for the set-up and implementation of new accounts
* Be responsible for meeting deadlines, producing a quality work product in a fast-paced environment, and providing positive team participation and support
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* ESSENTIAL FUNCTIONS:

** Represent company products and services to assigned customers
* Provide insurance-related tasks in servicing and obtaining accounts, ensuring assigned customers’ needs and expectations are met
* Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
* Create policy books and information

Be responsible for the set-up and implementation of new accounts
* Process new business, renewals, policy changes, and cancellations
* Prepare new and renewal client submissions and proposals
* Prepare, file, and retrieve sales-related documents, such as contracts
* Ensure accuracy prior to submittal on new or renewal business
* Assist in the maintenance and input of account information of the sales database
* Prepare and authorize  and other fulfillment materials
* Process policy change requests
* Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
* Prepare post enrollment summary reports

Serve as primary contact for agents and sales representatives for new accounts
* Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account status
* Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes

Provide positive team participation and support
* Serve as back-up to Senior Account Managers
* Attend meetings, calls, and demos for the Account Management Team
* Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
* Perform other duties as required and/or assigned
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* EDUCATION & EXPERIENCE:

*** 2 years of insurance, customer service, or comparable experience
* Bachelor’s degree preferred
** KNOWLEDGE, SKILLS & ABILITIES (KSAs):
*** Competent and proficient understanding of the Microsoft Office suite
* Knowledge of business English, proper spelling, grammar, and punctuation
* Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
* Excellent customer service philosophy
* Excellent problem-solving skills
* Excellent project management and time management skills
* Excellent skills in reliability, initiative, and stress tolerance
* Strong presentation skills
* Strong attention to detail and ability to self-check work
* Task oriented, excellent organizational skills, and ability to prioritize workload
* Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
* Ability to effectively communicate orally or in written form with executives, management, sales, and operations staff
* Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
* Ability to operate a keyboard if required to perform the essential functions of the job
* Ability to perform in a professional appearance and manner
* Ability to read and interpret a document if required to perform the essential functions of the job
* Ability to travel if required to perform the essential functions of…