Account Manager
Location
United States
Posted
3 days ago
Salary
$52K - $92K / year
Seniority
Lead
Job Description
Account Manager
NFP Corp
Role Description The Account Manager primarily serves as a liaison between Hamilton Insurance Agency and our clients. Working to retain existing clients by building, expanding, and solidifying relationships with existing clients at all levels within the company. This position is open to fully remote candidates. Individuals located near the Bethesda, MD office will be expected to work in a hybrid capacity. - Answering product and service questions in a timely and efficient manner. - Respond promptly to telephone and email inquiries from clients about their accounts. - Follow up on pending issues. - Act as liaison between client and carrier on escalated service issues and problems. - Assist Sales Executives with research and preparation for client presentations. - Prepare a recommended list of benefits and carriers to shop for coverage. - Coordinate renewals with Producer and/or management and BA. - Assistance with RFPs and carrier recommendations. - Prepare client spreadsheets and presentations. - Client presentations including plan renewals, premium quotes, and coordination of annual enrollments per company policy. - Negotiate premiums with carriers when applicable. - Delegate items when appropriate to the internal sales and marketing team to ensure all client deliverables are met timely. - Maintain accurate records and handle highly confidential and sensitive information. - Develop and maintain a comprehensive understanding of a variety of document requirements. - Follow applicable processes and procedures to meet expectations and turnaround times. - Perform other duties and special projects as assigned. - Overall case management, coordination, tracking, and issue resolution working with various internal organizations and the client. Qualifications - Knowledge of employee benefits programs and procedures. - Proficient oral and written communications skills. - Strong analytical, critical thinking, and problem-solving skills. - Good interpersonal skills. - Good organizational and time management skills. - Detail oriented. - Good judgment. - Strong computer skills including Microsoft Office Suite (Word, Excel). Requirements - High School Diploma required. - Life & Health License (or must be obtained within 6 months of hire). - At least 3 years of related experience. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.
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