Account Manager (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Account Manager (Insurance): Managing an assigned book of business and serving as the primary point of contact for client benefit service needs with an accent on strategic advisory and renewal processes. Focus on conducting needs analysis, managing complex client issues, and driving growth through proactive relationship building and cross-selling.
Location: Must be based in or able to commute to Atlanta, GA
Company
is a people-focused organization providing insurance, financial services, and HR consulting to over 100,000 employers across the US.
What you will do
- Manage and maintain an assigned book of business while serving as the primary client advisor.
- Collaborate with Benefits Consultants and Client Executives to oversee the entire renewal process.
- Conduct needs analysis, strategy calls, and enrollment meetings for clients.
- Delegate tasks to the internal service team and provide leadership on complex account deliverables.
- Proactively communicate industry trends and educate clients on benefit options.
- Identify and pursue cross-sale opportunities to grow the existing book of business.
Requirements
- 3+ years of experience in account management or a consultative role.
- Prior experience in a broker agency or benefit administration firm.
- Current Life and Health insurance license.
- Thorough knowledge of health and ancillary insurance products.
- Strong organizational, communication, and detail-oriented skills.
- Proficiency in Microsoft Office and familiarity with quoting tools.
Culture & Benefits
- Comprehensive health, wellbeing, and retirement financial benefits.
- Robust learning and development programs for professional growth.
- Paid time off and overtime pay for non-exempt employees.
- Supportive, diverse, and inclusive work environment.
- Reimbursement for job-related expenses per company policy.
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