Business Insurance Account Manager I
Marsh McLennan
Account Manager
Aria Care Partners
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 - $70,000 per year
Job Level
Mid-LevelSenior
About the role
- Provide excellent customer service, retention of existing accounts, and insurance sales.
- Sustain rapport with key accounts by making periodic visits – at a minimum once per quarter; exploring specific needs; anticipating new opportunities.
- Achieve marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing quality and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.
- Identify marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share.
- Accomplish organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Keep promotional materials ready by coordinating requirements with marketing department; inventorying stock; placing orders; verifying receipt.
- Plan meetings and attend trade shows.
- Protect organization's value by keeping information confidential.
Requirements
- Associate’s or Bachelor’s degree preferred
- 3-5 Years previous applicable experience
- Preferred prior work experience within senior living communities, sales, and life/health insurance
- Ability to obtain health and life insurance license
- Reliable transportation
- Ability to Lift Up to 50 Pounds
- Candidates must possess a valid driver's license and maintain a clean driving record.
- Preferred skills - experience using Salesforce and Microsoft Office applications including Excel, Word, and Outlook.
- Problem solving skills - strong analytical and critical thinking skills to identify problems and develop innovative solutions.
- Customer service - responds promptly to requests for assistance and strives to continually improve service.
- Planning/organizing - the ability to manage multiple tasks to ensure that assignments are completed in a timely and productive manner.
- Quality control/Attention to detail - demonstrates accuracy and thoroughness; monitors own work to ensure quality and applies feedback to improve performance.
- Adaptability - adapts to changes in the work environment and is able to deal with frequent change, delays, or unexpected events.
- Dependability - consistently at work and on time, follows instructions, takes responsibility for own actions, responds to management direction.
- Efficiency - the ability to visit required number of weekly visits in a timely manner without sacrificing quality.
- Teamwork - Able to work in team environment.
- Communication - Strong written and verbal communication skills.
Benefits
- PTO and Paid Holidays for FT Employees
- 401k Retirement Plan with Company Match
- Insurance programs including medical, dental, vision, company match for your HSA, FSA, company-paid EAP, and life and disability insurance, and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salescustomer servicemarketingproblem solvinganalytical skillscritical thinkingplanningorganizingquality controlattention to detail
Soft skills
adaptabilitydependabilityefficiencyteamworkcommunication
Certifications
health insurance licenselife insurance license
