Account Manager


Job Description / Responsibilities

Responsible for administering all aspects of the sold FOCUS 10 Life employer programs, including:
• managing enrollment, billing and premium remittance, transactional changes with employer,
agent and Ameritas;
• providing timely communication with employer, agent and Ameritas contacts;
• managing content and output of information in proprietary systems;
• maintaining premium accounting transactions and records;
• distribution of policies and other program documents;
• managing inter-departmental transactions, including product development issues with
Marketing Department; system enhancements and testing with IT Department and product and
problem-resolution issues with insurance partner.

Qualifications

• Proficient in computer skills-Microsoft Word, Excel & Outlook
• At least 2-4 years of experience working with clients face to face, on the phone, and via email
• Strong written and verbal communications skills
• Collaborative team player, able to work with and through others
• Ability to establish and maintain positive relationships with existing and potential clients
• Must be detail oriented with strong organizational and time-management skills
• Reliable with a sense of urgency and initiative; proactive vs. reactive


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