Regional Insurance Manager
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Location: Northwest USA, remote
Regional Account Manager within the Group Life and Health Sales and Account Management will maintain and service existing accounts. Provide customer service to clients, consultants and/or administrators. Sell rate renewals to existing clients. Sell additional products and services to existing clients as assigned. Provide support services to Sales Managers by following‐up on pending proposals, etc. Prepare various correspondences. Travel as needed.
- Provide support and act as liaison between clients and Life and Health operations department on various areas including billing, claims and policy development on various claims issues.
- Coordinate process and implementation of new business and renewals to include providing support to Sales Executives on renewals and pending proposals.
- Provide customer service for and maintain close relationships with existing clients, brokers, consultants and/or administrators.
- Maintain shared data and information which may be of a confidential or proprietary nature.
- Initiate and facilitate correspondence and informational material to Life and Health clients.
- Present information to current and prospective clients.
- Represent Life & Health at health fairs, trade shows and industry events and other client and/or company sponsored events when requested.
- Maintain client database and create service links with other Life & Health departments.
Required:
- MUST LIVE IN NORTHWEST USA and able to travel through Northwest USA to visit client sites
- Bachelor’s Degree
- 3 to 5 years of experience in life and health insurance account management
- Experience with maintaining a current block of business or set number of accounts
- Experience working with PPOs and Third Party Administrators and familiarity with claims data
- Must have an openness to learning and professional development by obtaining and maintaining a current Life and Health producer license
- Must exhibit a high level of professionalism
- Proficiency in the Microsoft Office suite including Word and Excel
- Should be a pro-active self-starter who is comfortable working independently and can think outside of the box
- Attention to detail and ability to follow-through are essential
Preferred:
- Knowledge of Group Insurance and Taft-Hartley/Union market
A competitive starting salary and an outstanding benefits package including health/dental/vision, 401(k) and pension plan.
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