Proactively works to develop relationships with carriers and client contacts; may take active role in meetings
Prepare and send the proposals to clients from multiple software programs
Takes the lead with clients and carriers to sale and service policies including their status and verification
Creates and maintains client files in accordance with office procedures
May be responsible for keeping client policy records in the agency management system
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Works independently with a significant amount of discretion to effectively and efficiently deliver services to clients
Managing own clients and supporting the Account Management Team as assigned

Must maintain a current Health and Life Insurance License
Must certify and recertify with the ACA markets (Fed or State) as well as with the individual carriers and Medicare (AHIP)
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook as well as Windows
Ability to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Strong attention to detail, decision making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology and products
More than 2 years’ client service and/or industry and product line experience

Individual Health and Medicare Account Manager

Key skills