What are the responsibilities and job description for the Life & Health Account Manager position at KSA Insurance Agency?
Job Description
The KSA Benefit Dept is growing! We are looking for someone with experience who can assist with the servicing of existing clients to join the team.
The Account Manager (AM) is primarily responsible for retaining and growing our book of L&H through exceptional service, meaningful client engagement, and providing proactive solutions.
Benefits
Paid Time Off (PTO)
Health Insurance
Retirement Plan
Responsibilities
- Pro-actively manage an assigned book of business
- Provide accurate, timely and professional service to assigned customers
- Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer
- Complete necessary workflows and activities in Agency Management System (EPIC) and other applicable software
- Responsible for maintaining accurate data for customers activity in the Agency Management System (EPIC)
- Prepare employee communications for renewals and enrollment period
- Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications
- Develop and maintain carrier relationships and share knowledge with peers and leadership
Requirements
- Proficient small group employee benefit knowledge & individual health insurance
- Effective communication skills as well as strong organizational skills and demonstrated attention to details
- Able to work independently and within a team environment
- Embraces customer success and demonstrates a “can do attitude”
- Proficient in MS Office applications and experience with EPIC or related software
- Can manage multi customer related activities simultaneously
Salary : $60,000 - $80,000