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-start...
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-start...
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