Account Manager

Job Description: 

• Work closely with our external sales team, internal partners and insurance carriers in managing your assigned broker and client relationships. 
• Manage implementation process for new employer clients within assigned brokers’ block. 
• Train new group administrators on chosen GIS Connect enrollment platform. 
• Collaborate with the Renewal Specialist in managing upcoming renewals to maintain persistency and client satisfaction. 
• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships. 

Required, Knowledge, Skills and Abilities: 

• Must be able to work in a fast-paced environment. 
• The ideal candidate will be comfortable with all methods of communication: in person, phone and email. 
• Must have the ability to learn quickly. 
• The candidate has a sense of urgency and takes pride in their work. 
• Must be comfortable in a team environment. 
• Must have the ability to problem solve complex issues and articulate resolution to broker and client clearly and concisely. 
• Ability to assess incoming requests and delegate or escalate to appropriate internal or external resources. 

The qualified candidate should have the following: 

• Insurance carrier or broker experience is not required but preferred 
• Self-motivated and goal oriented 
• Strong organizational, time management and follow-through skills 
• Highly proficient in the basics of Microsoft Excel and Word 
• Excellent communication skills both written and verbal 
• Undergraduate degree (Preferred, but not required) 
• Desire and ability to continually learn new products and services and processes 
• Life and Health licensed within 180 days of employment 

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.