Benefits Associate Account Manager
New
J
JobgetherInsurance
Based in United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 6 months of relevant experience, with 1 year preferred
- Required Skills
- Customer serviceAccount ManagementData entry
Requirements
- At least 6 months of relevant experience (1 year preferred) in insurance, account servicing, or customer service.
- Current and active Life & Health insurance license.
- Understanding of insurance servicing processes and state-specific requirements.
- Attention to detail and accuracy with policy information and data entry.
- Strong organizational and time-management skills.
- Self-motivated and capable of independent work in a remote environment.
- Excellent verbal and written communication skills.
- Proficiency with computers, internet-based tools, and Microsoft applications.
- Strong typing and data-entry skills.
- Ability to work effectively with distributed and offshore teams.
- Reliable home-office setup with minimum 6 Mbps download and 3 Mbps upload speed via direct modem.
Responsibilities
- Proactively manage an assigned book of business following service standards.
- Build and maintain relationships with clients, carriers, and internal/offshore teams.
- Provide customer service for inquiries through various communication channels.
- Manage the renewal lifecycle including applications, quotes, and binders.
- Process policy endorsements, certificates, and coverage changes.
- Coordinate activities with offshore support teams.
- Identify process improvements and support account growth.
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