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Senior Account Manager-Group/Worksite and Supplemental Insurance

74% Flex

EXTRA PARENTAL LEAVE

Remote:

Full Remote

Contract:

Full time

Experience:

Expert & Leadership (>10 years)

Work from:

United States

Offer summary

Qualifications:

BA/BS degree with 10+ years' experience, Life insurance and annuity experience.

Key responsabilities:

Manage client base, foster long-term relationships
Coordinate reports, pricing updates, project timelines
Develop business requirements and facilitate new client installation

illumifin Insurance Large https://illumifin.com/

1001 - 5000 Employees

See more illumifin offers

Job description

Your missions

The Senior Account Management professional is responsible for providing organized, efficient, and profitable implementation of new business or process improvements for existing business. These positions will include working directly with clients to develop and maintain long term relationships, while focusing on growth and expansion of services. The position will also require working closely with the Accounting, IT, and Operations departments for New Business, In Force Administration and Claims Services.

Directs and proactively manages an assigned client base in order to promote positive long-term client relationships and execute the installation of new clients.
Makes frequent follow-up calls to insurance company clients to answer any questions and ensure everything is running smoothly.
Manages daily, weekly and/or monthly reports required by clients including the coordination, development and facilitation of reports required by the clients.
Works with senior team members to develop and maintain business requirements for new or existing clients.
Coordinates and prepares pricing and contract updates as well as the development and management of projects or department timelines as needed.
Works with client(s) in budget development, strategic and tactical planning and goal setting.
Provides new account and business implementation including:
Communicates with insurance companies and internal departments to help facilitate smooth workflow, while developing relationships with clients.
Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives are performed.
Prepares documents as a part of establishing Service agreements with clients and potential clients including investigating and resolving issues within the respective accounts and serving as point for interface with identified client groups.
New account and business implementation including:

Communicates with insurance companies and internal departments to help facilitate smooth workflow, while developing relationships with clients.
Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives.

Account management

Directs and proactively manages an assigned client base in order to promote positive, long-term client relationships.
Supports and executes the installation of new clients.
Conducts regular meetings to communicate business updates with both internal and external customers.
Responsible for the coordination, development and facilitation of daily, weekly and/or monthly reports required by clients.

Manages project and department timelines.
Responsible for preparation and coordination required for pricing and contract updates.
Works with client(s) for strategic and tactical planning and goal setting, for budget development.
Stay informed on all aspects of the operation related to assigned client(s)
Maintain strong relationships with the operations managers and departments including senior management.
Acts as client advocate as well as supporter of what is in the best interest of the enterprise.
Works to ensure company is profitable.
Understands the department charter and carries this out in day-to-day interactions.
Negotiates service agreements with clients and potential clients
Conducts strategic business meetings with necessary departments and/or clients

Requirements

Minimum Qualifications

Minimum of BA/BS degree with 10 + years’ experience.

Life Insurance And Annuity Experience Required

Experience working with large client accounts required

Preferred Qualifications

Group/Worksite and Supplemental insurance

Ability to travel up to at least 25% of the time.

Detail-oriented with excellent organization skills.

Excellent interpersonal skills including written and verbal communication.

Ability to analyze processes and implement innovative ways to improve efficiencies.

Ability to work on multiple tasks simultaneously and to meet established deadlines

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)

Industry :

Insurance

Spoken language(s):

English

Check out the description to know which languages are mandatory.

Hard Skills

Annuity Knowledge Client Account Management Life Insurance Licensing Process Implementation Writing

Soft Skills

Efficiency
Interpersonal Skills
Organization
Verbal Communication in Japanese
Detail-Oriented
Multi-Tasking
Proactive Attitude

Are you interested?

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