Independently manage a block of business, including renewals, onboarding of new accounts, and benefit changes.
Serve as a primary point of contact for brokers and clients within the life and disability insurance space.
Ensure timely and accurate processing of benefit updates, especially during annual review cycles.
Coordinate add-ons for newly eligible employees and ensure accurate data entry and carrier communication.
Handle a large portfolio of client groups, requiring ongoing follow-up and prompt resolution of requests.
Generate and manage over $1 million in annual revenue through effective client relationship management.
Analyze and manipulate data to support internal reporting and guide client decision-making.
Collaborate cross-functionally to ensure seamless service delivery and issue resolution.
Maintain accurate records and documentation in compliance with company and industry standards.

Minimum 3 years of experience in account management, preferably within insurance or employee benefits.
Strong organizational skills with a keen attention to detail.
Demonstrated ability to manage multiple priorities and meet deadlines effectively.
Proficiency with data tools, CRM systems, and the Microsoft Office Suite (Excel, Outlook, Word).
Excellent communication skills—both verbal and written—with confidence in interacting with brokers and clients via phone and email.
Prior experience with life and disability insurance products is strongly preferred.

Account Manager

Key skills