Account Manager - Life & Health
$60,000–$120,000 year
Hybrid · Norfolk, Virginia, United States or Newport News, Virginia, United States
Job Summary
The Account Manager Life/Health is responsible for providing professional service to new and existing clients, supporting account retention, managing employee benefits, and maintaining accurate client benefit information. This role involves processing new business, conducting client meetings, and providing personalized client support. The ideal candidate must have strong computer skills, excellent communication abilities, and prior client service experience, along with a valid life and health license. Candidates with 2-3 years of relevant experience and a bachelor’s degree in a related field are preferred. Responsibilities also include assisting Benefits Consultants, managing claims and billing inquiries, and ensuring compliance with applicable laws.
Required Qualifications
- Active life and health license (or willingness to earn one within six months of hire)
- Prior client service experience
- Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access
- Excellent written and verbal communication skills
- Strong interpersonal skills
- Strong multi-tasking and prioritization skills
- Ability to work in a fast-paced environment while taking accountability for work
Desired Qualifications
- 2-3 years of experience in the employee benefits or related industry preferred
- Experienced in EPIC system
- Bachelor’s degree preferred in business, finance, accounting, or computer science
- Comfortable with public speaking, presenting to clients, and conducting in-person meetings
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