Account Manager - Life & Health
$60,000–$80,000 year
Hybrid · Norfolk, Virginia, United States or Newport News, Virginia, United States
Job Summary
The Account Manager Life/Health at Towne Insurance will assist the Benefits Consultant in managing an employee benefits book of business and support efforts for account retention and growth. The role involves providing proactive, quality support to clients, serving as the primary contact with carriers, processing new business, managing client renewals, preparing communications regarding renewals and enrollment, and maintaining accurate client benefit information. Ideal candidates will possess strong interpersonal skills, excellent communication abilities, and relevant experience in the employee benefits industry.
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 and ability to develop and foster relationships with clients, insurance carriers, and team members
- Strong multi-tasking and prioritization skills and 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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