Insurance Account Manager

Posted 3 months agoViewed

View full description

💎 Seniority level: Manager, Experience in insurance account management or a similar role

📍 Location: Philippines, EST, NOT STATED

🔍 Industry: Insurance

🏢 Company: Remote VA

⏳ Experience: Experience in insurance account management or a similar role

🪄 Skills: Account ManagementClient relationship managementCRM

Requirements:

Experience in insurance account management or a similar role.
Proficiency in CRM systems and insurance management software.
Knowledge of AMS 360.
Strong communication, negotiation, and relationship-building abilities.
Exceptional organizational skills and accuracy in managing client accounts.

Responsibilities:

Prepare quotes with multiple carriers, compare and review quotes, and enter information in the management system.
Build and maintain strong relationships with clients, ensuring their satisfaction.
Review and manage existing insurance policies to meet client needs.
Assist with policy renewals, amendments, and conduct periodic account reviews.
Collaborate with sales teams for new business and cross-sell services.
Maintain accurate records of client interactions and process insurance applications efficiently.
Handle complex client issues and provide prompt resolutions.

Apply

Related Jobs

Apply

🔥 Insurance Account Manager

Posted 12 days ago

📍 Philippines

🧭 Full-Time

🔍 Insurance

🏢 Company: Remote Raven👥 11-50 Staffing Agency Human Resources Recruiting

🔧 Requirements

2+ years in benefits administration, insurance, HR support, or a related field.
Strong experience with Salesforce, Employee Navigator, Microsoft Office, and Trainual.
High level of accuracy in renewal processing, SOP documentation, and client records.
Familiarity with COBRA, Section 125 Plans, and AZ Mini COBRA regulations.
Ability to track multiple renewals each month and respond promptly to client needs.
Strong written English skills, as the majority of client interaction occurs via email.
Ability to keep SOPs up to date and ensure operational consistency.

💡 Responsibilities

Respond to inbound client inquiries via email, ensuring a same-day response when possible, no later than the next business day.
Process monthly renewals in Salesforce, ensuring all updates are submitted to carriers accurately and on time.
Communicate with insurance carriers to confirm policy updates, eligibility changes, and renewal adjustments.
Escalate complex client questions to the Senior Account Manager for resolution.
Ensure accuracy in all documentation related to renewals, enrollments, and policy changes.
Track renewal timelines in Salesforce to prevent last-minute processing issues.
Maintain compliance records in accordance with state and federal regulations, including Section 125 Plans and AZ Mini COBRA.
Process and manage compliance requirements related to COBRA, Section 125 Plans, and enrollment documentation.
Utilize Employee Navigator for benefits administration tasks, ensuring that enrollments and terminations are processed accurately.
Support data entry in internal systems, ensuring all client information is up to date.
Update and maintain Standard Operating Procedures (SOPs) in Trainual, ensuring processes are well-documented, consistent, and aligned with best practices.
As time permits, expand support to broader account management tasks.
Collaborate with the Senior Account Manager & Account Management Team to improve processes.
Identify opportunities for efficiency improvements in handling renewals and inbound requests.

SalesforceCustomer serviceMicrosoft OfficeTime ManagementWritten communicationComplianceMS OfficeAccount ManagementClient relationship managementStrong communication skillsData entryCRM

Posted 12 days ago

Apply