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Employee Benefits Account Manager
De Pere, WI
Job Description
Client Service
Marketing
Administrative Duties
- Build and maintain strong relationships with all clients and carriers on assigned book of business by responding to issues relating to, but not limited to, questions on policies, coverages, claims, and accounting/billing.
Marketing
- Assist the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance.
- Identify cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property & Casualty and Personal Lines.
Administrative Duties
- Organize and prioritize workflows for assigned book of business, delegating tasks to other team members as needed.
- Maintain life and health license and professional skills through continuing education sessions.
Job Summary
Company
M3 insurance
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
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