Account Management Leader, Group Insurance
New
C
CRC BenefitsInsurance
United States, Eastern or Central time zonesFull-TimeManager
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5-7 years
- Required Skills
- Microsoft ExcelAccount Management
Requirements
- Bachelor’s Degree preferred.
- 5-7 years of experience in the insurance industry.
- In-depth knowledge of group insurance products.
- Active Health and Life License.
- Strong knowledge of Microsoft Office, including Word, Excel, and Outlook Exchange.
- Proficient with various web browsers.
- Extensive knowledge of sales techniques.
- Excellent organizational and time management skills.
- Ability to communicate effectively with all levels of personnel.
- Ability to read, comprehend, and interpret complex documents like sales and underwriting guidelines.
- Proven leadership experience in a team environment.
Responsibilities
- Develop and manage a team of Account Executives to achieve departmental and individual goals.
- Qualify and educate prospective agencies about services based upon their needs.
- Document and report all retention activity.
- Communicate status of partnered agencies to the Sales Team on a weekly basis.
- Provide continuous training for the Account Services Division.
- Assist the team in resolving partnered agency and customer questions or issues.
- Prepare and deliver presentations to partner agencies or customers.
- Analyze and resolve problems to assist agencies in presenting solutions.
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