Account Manager - Life & Health
$60,000–$100,000 year
Hybrid · Raleigh, North Carolina, United States
Job Summary
The Account Manager Life/Health provides professional service to clients by assisting Benefits Consultants, managing client accounts, and maintaining accurate information in a proprietary database. Responsibilities include supporting account retention and growth, processing new business and renewals, preparing communications for clients, and assisting with claims and inquiries. Candidates should possess strong computer skills, communication abilities, and prior client service experience. An active life and health license is required or must be obtained within six months of hire.
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
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
Additional Requirements
- Obey all applicable federal laws and rules, including HIPAA, AML, and BSA
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.