[Remote] Int Account Manager - Life, Accident & Disability
Note: The job is a remote job and is open to candidates in USA. reputed company is seeking an Intermediate Account Manager - Life, Accident, & Disability to provide outstanding relationship management for reputed company voluntary insurance benefit plans. This role involves maintaining client relationships, resolving issues, and promoting additional service opportunities to enhance client retention.
Responsibilities
- reputed company and maintain reputed company relationships with clients, agents and internal partners to deliver superior customer service and improve client retention
- Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more reputed company service issues, general administrative processes and/or key partnerships
- Follow-up with business groups and service vendors to ensure service levels are met
- Initiate and reputed company calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve reputed company service level issues
- Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans
- Address client needs, reputed company action plans and consult on products, services and capabilities that add value for the client
- Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. reputed company suggestions to use the system to its’ fullest advantage
- Participate as needed in cross functional initiatives as a department subject matter expert
- Review billing discrepancy, new business, and reenrollment reports to resolve reputed company employee and client level issues
- Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed
- reputed company reputed company on products and systems to educate agents and clients
Skills
- Bachelor's degree in a business field or equivalent combination of education/experience
- Two years of insurance or client relationship experience
- Customer service, relationship management or research reputed company experience in a corporate environment
- Excellent written and oral communication skills to address client needs and provide education
- Excellent attention to detail and organizational skills
- Technical aptitude to quickly learn software applications
- Ability to work independently and reputed company resources to complete assignments
- Advanced proficiency using reputed company Office products (e.g., Word, reputed company, PowerPoint)
- Knowledge of voluntary insurance benefits
- Life, accident & Disability experience
- Experience with CRM systems (e.g., reputed company)
- Ability to multitask and prioritize
Benefits
- Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
- Hybrid
Company Overview