Job Description: The Financial Services Account Manager (Benefits) is responsible for delivering exceptional service in fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance . This role involves daily interaction with clients, insurance carriers, and team members , managing policy administration, and conducting service and marketing activities. Responsibilities: - Handle policy administration , including evaluating renewals, preparing proposals, and responding to client requests . - Set up and manage the online benefits portal (EASE/Navigator) for group clients . - Review contracts and coverages , ensuring accurate agency invoicing. - Collaborate with Producers to manage the expiration process , from marketing to policy delivery. - Coordinate requests for additional information between clients and carriers. - Stay informed about market trends and company-specific products . - Document all tasks, requests, and emails in AMS360 . - Organize and prioritize work , tracking deadlines effectively. - Perform other duties as assigned . Benefits & Perks: - Competitive pay and benefits - Paid time off - Professional development opportunities - Job stability in a growing industry Knowledge & Skills: - Broad knowledge of benefit products and services . - Strong written, verbal, and active listening communication skills . - Excellent organizational and time management skills to meet deadlines. - Proficiency in Microsoft Office Suite, AMS360, or other agency management systems . - Ability to work independently as a self-starter , with strong numerical and data analysis skills . - Ability to follow company guidelines and delegate work as needed . Qualifications: - 2-5 years of experience in the insurance industry. - Colorado Life & Health License preferred . CEBS or GBDS designations are a plus. #J-18808-Ljbffr