Account Manager/Client Representative

Atlantic American Corporation•Brookhaven, GA

About The Position

The ideal candidate will possess strong communication skills, both verbal and written, and will be able to effectively interact with both internal teams and external stakeholders. They should demonstrate the ability to apply analytical, organizational, technical, and problem-solving skills on a daily basis. They will have a clear understanding of Health and Life products, compliance and as well as procedures. The Client Representative is a client-facing role that is responsible for servicing and maintaining relationships with employer groups, plan administrators and brokers for Atlantic American’s Group Market division. This role will serve as a triage unit for all the work coming into the Group Markets-Account Management department for simple and complex inquiries, as well as escalated service situations.

Requirements

Bachelor’s degree
Two to three years’ insurance industry experience
Intermediate knowledge of Microsoft Office Suite
10 key experience - a plus
Two years of customer service experience.
Attention to Detail: Ensuring accuracy in policy information and documentation.
Analytical Skills: Ability to clearly convey information and listen to client needs.
Technical Proficiency: Proficiencies in Microsoft office suite.
Communication Skills: Excellent skill for interacting with clients and team members both verbally and in writing.
Organizational Skills: Ability to manage multiple tasks, deadlines, and priorities efficiently.
Problem-Solving Abilities: Ability to quickly address and resolve client issues or concerns.
Customer Service Orientation: A focus on maintaining positive relationships with both our internal and external partners.
Time Management: Effectively managing multiple accounts and prioritizing tasks.
Industry Knowledge: Understanding of insurance products.
Relationship Building: Developing trust and rapport with clients to foster loyalty.

Nice To Haves

Licensing: Preferred but not required.
10 key experience - a plus

Responsibilities

Serve as primary point of contact for clients, addressing inquiries and resolving issues promptly.
Interact professionally with clear, effective communication and set the appropriate expectations on deliverables.
Respond to inbound calls and e-mails from clients and brokers and handle those inquiries.
Conduct timely follow-ups as needed to keep clients/brokers informed of status.
Understand client business, issues ad needs through “virtual” client meetings and proactive phone contact.
Create ad-hoc reporting as needed.
Identifying and resolving customer issues efficiently.
Escalating complex problems when necessary.
Proactively partnering with internal contacts to facilitate timely resolution of issues presented.
Maintain accurate records of customer interactions, inquiries, and transactions in the system.
Maintain correct information in proprietary billing and remittance system.
Ensuring timely follow-up with customers on unresolved issues.
Provide service and administrative support to Group Market accounts and build strong relationships with brokers and consultants.
Coordinate with New Business and Marketing departments on New Account Implementation fulfilling requests; maintaining correct information in proprietary billing and remittance system.
Recommend procedural changes to improve processing.
Provide training when required for certain functions.
Provide assistance as needed for all functions in Group Market Customer Care.