Account Manager - Individual Benefits

The Account Manager works closely with a team of agents to provide excellent service and support to individual clients by maintaining a thorough understanding of products, services, and industry trends.

Qualified candidates will be licensed and have 3+ years of Employee Benefits experience.

Required Knowledge and Skills

 Health insurance industry experience with knowledge of individual insurance and Medicare products

 Practical knowledge of quoting process and tools

 Proficient in Microsoft Office programs, especially Excel, Word, and Outlook

 Analytical and critical thinker with ability to conduct independent research

 Strong organizational skills with ability to prioritize and manage a large workload

 Excellent verbal and written communication skills

 Ability to effectively explain complex information both verbally and in writing

 Strong editing and proofreading skills

 Attention to detail and ability to complete tasks with a high degree of accuracy

 Ability to perform basic mathematical computations

 Ability to follow existing processes, procedures, and verbal instruction

 Ability to manage multiple priorities, accurately, efficiently, and independently

License and Certification Requirements

 Valid WI driver's license and acceptable driving history

 Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin

 Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications

 Attend product training and continuing education courses

 Serves as contact for all day-to-day service issues and other inquiries for assigned clients

 Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements

 Tracks, manages, and documents open issues keeping the client and agent informed of status and resolution

 Quotes, analyzes, and compares health, individual and ancillary products

 Submits applications and tracks to approval

 Manages renewal timeline to ensure timely execution of client decisions

 Prepares summaries of insurance, renewals and proposals

 Reviews client contracts and policies for accuracy

 Supports agents with new and renewal business presentations as needed

 Maintains agency management system with up-to-date and accurate information

 Builds and maintains strong customer relationships through pro-active communication

 Communicates and educates clients on latest industry trends, issues, and changes