Employee Benefits Account Manager

• Provide quality customer service to existing accounts.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manages a book of business generally in excess of $200K in revenue depending on complexity or number of small business accounts.
• Mentor, support and train Associate Account Managers and Team Assistants as necessary.
• Implement Client Service Plans as directed by the account team and/or Team Leader.
• Maintain accurate client information in account management systems as assigned.
• Assist the account team in providing quality customer service to existing middle market accounts.
• Act in capacity of client manager on assigned middle market accounts.
• Pursue a program for personal and professional development.

• Life & Health insurance license
• 2-5 years of prior benefit experience
• Knowledge of Word, Excel, and MS Outlook
• A high school diploma with some college preferred
• Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members
• Ability and willingness to utilize the company’s computer system and software required.
• Good typing skills with an ability to compose clear and concise letters required
• Ability to understand policy forms and coverage descriptions required
• Organizational skills required
• Willingness to attend educational classes desired
• High attention to detail essential

Demonstrates expertise in client management and customer service, with a strong focus on maintaining accurate client information and implementing client service plans. Proficient in communication and organizational skills, essential for managing a book of business and mentoring team members.

• Life & Health Insurance License
• Client Management
• Customer Service
• Organizational Skills
• Benefit Experience

• Account Management
• Policy Forms Understanding
• Typing Skills
• Clear Communication
• Client Service Plans Implementation

• Mentoring
• Attention to Detail
• Telephone Techniques

• Life & Health Insurance License

• Middle Market Accounts
• Small Business Accounts
• Benefit Experience

• MS Word
• MS Excel
• MS Outlook
• Company Computer System