Account Manager

The Fun Stuff:

Insurance = one of the best industries on the planet! Candidates will possess attention to detail, precocious mindset, and aspirations for career development.

Do you?

• Love relationships
• Have an eye for design
• Enjoy learning
• See projects through to completion

If so, we want to meet you:)

Now the Job Description:

Summary Objective

The Account Manager is responsible for supporting consulting and new business development initiatives consistent with our goals and objectives. This would include working closely with Benefit Consultants to see presentations, communication materials, and quoting through from start to finish.

The Account Manager is responsible for maintaining a consistent level of client support as questions and projects develop. This would include helping employees with benefits-related questions, working with human resource professionals resolving issues and challenges arising out of their employee benefits, and helping to champion agency communications.

The Account Manager will be a licensed life and health insurance agent and will also achieve AHIP certification. This credentialing allows for our firm to serve the needs of, and place coverage for, Medicare Advantage, Medicare Supplement, Medicare Part D, Dental, and Vision insurance coverage. The nature of these sales activities are considered inside sales and will support the organic generation of leads through our commercial sales and marking efforts.

Essential Functions and Responsibilities

Reasonable Accommodation may be made to enable individuals with disabilities to perform essential functions:

· Excellent written and verbal communication skills using various communication methods with proficiency using email and other web-based systems

· Maintain exceptional customer service skills to include in-person, virtual, and telephonic capability with a high level of follow-through to see questions and issues resolved

· Attention to detail as it relates to the presentation of insurance and complying with company standards

· Consultative with questions pertaining to prospective and current client’s insurance needs

· Collaboration with President, Consultants, and other Office Personnel to assist in the creation and distribution of company materials, presentations, and events

· Thoughtful organization of company files and drives

· Placing and renewing insurance coverage for Medicare Clients

· Maintain professional appearance and attitude while at work and when representing the company

· Demonstrates proficiency with Microsoft Excel, Canva, PowerPoint, and willingness to independently evaluate and learn new systems that could be beneficial to the firm.

Competencies

· Communication Proficiency

· Initiative

· Ethical Conduct

· Follow-through to completion

· Attention to Detail

Work Environment

While performing the duties of this job, the employee will be working in a professional office environment. This position requires a high level of ethical conduct, financial oversight, the ability to anticipate needs, attention to detail, and willingness to travel if needed.

Physical Demands

Shaped Insurance & Risk Management is an equal opportunity employer. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to smile, talk, and hear. The employee must be able to work with a computer for sustained periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Position Type/Expected Hours of Work

This position is considered full-time with expected work estimated to be 40 hours per week. Office hours are 8:00am-4:30pm Monday-Friday. Meetings could be set outside of normal office hours; if this occurs, the hours for these meetings will be in addition to the normal office hours with consideration given to flex hours.

Education and Qualifications

College Degree or Equivalent- required

3 Years of equivalent work experience- preferred

Accident and Health Insurance License-preferred

AHIP Certification-preferred

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k) matching

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities
• Commission pay

Application Question(s):

• What is it about this position that is attractive to you?
• In your experience, what makes someone a good team member?
• What are you looking for in your future career?

Work Location: In person

Salary : $45,000 - $55,000