What are the responsibilities and job description for the Account Manager position at Nester Insurance?
Account Manager
Reports To
The Account Manager will report to the President.
Job Overview
The Account Manager is responsible for assisting clients and Account Executives. This position will perform essential functions to the quality and service standards developed by the agency. The Account Manager’s goals are centered around customer satisfaction, retention, and opportunity identification. Duties include meeting with employers and employees, providing education and guidance in benefit selection and offerings, answering compliance related questions and managing renewal and open enrollments for assigned cases.
Responsibilities and Duties
- Act as subject matter expert in products and compliance
- Create and Maintain Customer Relationships
- Operate as point of contact for assigned clients
- Vet warm leads received by the office
- Scheduled and run appointments
- Quote presentations
- Open enrollments
- Collect necessary documents from client
- Confirm documents are accurate and complete for carrier submission
- Address benefit related inquiries
- Identify new opportunities for existing accounts (ex: life insurance)
- Maintain accurate record of leads and opportunities in AgencyBloc
- Support Account Executives in completing their open enrollments
- Attend local networking events as assigned
- Other duties as assigned
Qualifications
- Experience with Employee Navigator and CRM software
- Active Health/Accident/Life Insurance License (Pennsylvania, Delaware or New Jersey)
- Sales Minded and Internally Driven to Succeed
- Strong business communication skills
- Ability to Multitask with Attention to Detail
- Problem Solving and Analytical Skills
- Ability to work independently and in team setting
Job Type: Full-time
Pay: $45,251.84 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Royersford, PA 19468 (Preferred)
Ability to Relocate:
- Royersford, PA 19468: Relocate before starting work (Preferred)
Work Location: In person
Salary : $45,252 - $75,000