Life Practice Account Manager (Individual Client/Policy Service)

Risk Strategies

16h • Onsite

About The Position

The Life Practice Client Service Account Manager delivers exceptional client service and support. This role involves assisting with all aspects of day-to-day client interactions as directed by team members. Candidates must possess a strong understanding of the life insurance industry and a willingness to learn its complexities. The ideal candidate will be an outgoing, proactive problem-solver with proven success in managing a portfolio of High Net Worth/Private Client accounts.

Requirements

• 7+ years of individual Life/Disability/LTC industry experience
• 5+ years of experience of High-Net-Worth client service experience
• Valid State L&H license
• A resourceful, proactive self-starting mindset with the ability to think ahead
• A commitment to professional growth and development, including training and mentoring
• Excellent organizational skills, accuracy, and attention to detail
• Capacity to multitask, manage competing priorities with strong time management skills
• Ability to express ideas clearly in both written and oral communications
• Ability to work at a fast pace, both independently and in a team environment
• Strong proficiency in Microsoft Excel and Word

Responsibilities

• Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate.
• Direct interaction with clients on day-to-day questions and requests.
• Attend client meetings/conference calls regularly with team members.
• Work closely with National Life Practice Service Team to develop and implement processes and Best Practices.
• Attend Consultant and Vendor meetings and participates in internal and external training(s).
• Develop the best possible working relationships with carriers.
• Utilizing resources available.
• Proactively conduct research and produce financial analytics via collection, analysis, and interpretation of data for client deliverables.

Benefits

• Comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
• Access to all major insurance markets.
• Certified a Great Place to Work in 2023
• On the Inc. 5000 list as one of America's fastest growing private companies.
• Commitment to Environmental, Social, and Governance issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed