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About the role
Key responsibilities & impact- Responsible for retaining and expanding client relationships
- Improving the client experience by demonstrating expertise as a professional insurance advisor
- Facilitating the sales cycle of identified opportunities to achieve client goals
- Championing relationships with existing accounts and supporting the acquisition of new clients
- Partnering with the Account Managers to service as the primary contact for the client
- Directing/Mentoring/Coaching Account Managers supporting the assigned employee benefit client
- Acting as an ambassador with vendors and carriers promoting positive working relationships
- Creating client renewal strategy and ensuring it is successfully executed by the team
- Directing client benefit communication needs including wellness programs and benefit enrollment
- Staying up to date with industry trends
Requirements
What you’ll need- Current Insurance License in Health and Life for the state in which your agency office is located *Preferred*
- Ability to work toward professional designation
- Strong computer skills and a high level of comfort in a virtual work setting
- Strong knowledge of Microsoft Office products
- Excellent verbal and written communication abilities
- Ability to work well on a team
- Strong organizational and multi-tasking abilities
- Bachelor’s degree in business or related field of study or equivalent experience required
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance advisoryclient relationship managementsales cycle facilitationclient renewal strategybenefit communicationwellness programsbenefit enrollment
Soft Skills
communicationteamworkorganizational skillsmulti-taskingmentoringcoaching
Certifications
Insurance License in HealthInsurance License in Life