Account Manager
WFA Digital Insight
The demand for skilled account managers in the insurance sector has skyrocketed, with a 25% increase in job openings over the past year. As companies continue to navigate complex risk management and benefits administration, professionals with strong analytical and communication skills are in high demand. Careers, an award-winning company, is now looking for an Account Manager to join their team, offering a unique opportunity to work remotely and forge meaningful relationships with clients. With the remote job market booming, candidates should be prepared to showcase their ability to work independently and effectively manage their time. Before applying, it's essential to understand the company's people-first approach and the expectations that come with this role.
Job Description
About the Role
The Account Manager position at Careers is a pivotal role that requires a unique blend of technical, business, and interpersonal skills. As a liaison between Hamilton Insurance Agency and clients, the successful candidate will be responsible for building, expanding, and solidifying relationships with existing clients at all levels within the company. This role is open to fully remote candidates, although those located near the Bethesda, MD office will be expected to work in a hybrid capacity.Day-to-day responsibilities will include responding to client inquiries, answering product and service questions in a timely and efficient manner, and following up on pending issues. The Account Manager will also act as a liaison between clients and carriers on escalated service issues and problems, ensuring prompt resolution and high client satisfaction. As part of the team, the Account Manager will work closely with Sales Executives, assisting with research and preparation for client presentations, evaluating current product results, and identifying fill needs.
The ideal candidate will have a comprehensive understanding of document requirements, industry laws, and regulations, as well as excellent analytical, critical thinking, and problem-solving skills. With a strong focus on customer experience, the Account Manager will be expected to develop and maintain a deep understanding of client needs, providing tailored solutions and recommendations to drive business growth.
What You Will Do
- Answer 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 and act as a liaison between client and carrier on escalated service issues
- Assist Sales Executives with research and preparation for client presentations
- Evaluate current product results, identify fill needs, and monitor competitive options
- Analyze and relay customer experience, preparing a recommended list of benefits and carriers to shop for coverage
- Coordinate renewals with Producer and/or management and BA
- Assist with RFPs and carrier recommendations
- Prepare client spreadsheets and presentations, including plan renewals, premium quotes, and coordination of annual enrollments
- Negotiate premiums with carriers when necessary
- Delegate items 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
What We Are Looking For
- Knowledge of employee benefits programs and procedures
- Proficient oral and written communications skills
- Strong analytical, critical thinking, and problem-solving skills
- Ability to read and interpret data, learn and apply new information and/or skills
- Good interpersonal skills, including being polished, courteous, professional, and patient
- Experience working in a fast-paced, deadline-driven environment
- Ability to maintain composure and effectiveness under pressure
- Proficiency in Excel and other Microsoft Office tools
- Ability to work independently and manage time effectively
Nice to Have
- Experience working in the insurance industry
- Knowledge of applicable laws and regulations
- Certification in employee benefits or a related field
- Experience with benefits administration and service coordination
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a multiple Best Places to Work award winner
- Remote work option with flexible scheduling
- Professional development and growth opportunities
- Access to cutting-edge technology and tools
- Comprehensive health and wellness programs
- Generous paid time off and holidays
How to Stand Out
- Develop a strong understanding of Excel and its applications in the insurance industry to stand out as a candidate.
- Showcase your ability to work independently and effectively manage your time in a remote work environment.
- Highlight your analytical and problem-solving skills, as well as your experience in benefits administration and service coordination.
- Be prepared to discuss your knowledge of applicable laws and regulations, such as ERISA and HIPAA.
- Research the company culture and values to demonstrate your understanding of their people-first approach and how you can contribute to it.
- Prepare examples of times when you had to negotiate premiums with carriers or resolve complex client issues.
- Emphasize your excellent communication and interpersonal skills, as well as your ability to maintain confidentiality and handle sensitive information.
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