- 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.
Requirements
- 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
Core Competencies
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.
Highest-signal resume keywords
- Life & Health Insurance License
- Client Management
- Customer Service
- Organizational Skills
- Benefit Experience
ATS Optimization Keywords
Hard Skills
- Account Management
- Policy Forms Understanding
- Typing Skills
- Clear Communication
- Client Service Plans Implementation
Soft Skills
- Mentoring
- Attention to Detail
- Telephone Techniques
Certifications & Qualifications
- Life & Health Insurance License
Industry Keywords
- Middle Market Accounts
- Small Business Accounts
- Benefit Experience
Tools & Technologies
- MS Word
- MS Excel
- MS Outlook
- Company Computer System