Account Manager, Executive Benefits (Entry Level)


The Insurance Services Account Manager will act as the primary point of contact for the client to understand issues, priorities and deliverables, troubleshoot and solve benefit plan related problems and provide exceptional service for large multi-national corporations and their executive participants. In responding to requests from the client, it will be the Insurance Services Account Manager’s responsibility to ensure that the appropriate internal teams are involved in the planning and solution. This position will ensure quality of service and strive to provide more efficient services to the client.

Essential Duties and Responsibilities

  • Manage client relationships from initial purchase through termination of plan
  • Develop and set reasonable expectations for this highly focused, sometimes demanding and results-oriented client
  • Collaborate with client team to negotiate priorities and deliverables
  • Clearly communicate service commitments to client
  • Help identify ways to improve efficiency and service
  • Ensure positive client experience
  • Ensure documented procedures are accurate and up to date
  • Accurately prepare and deliver client reporting within accepted timeframe
  • Prepare additional ad hoc reporting as required by client
  • Work with other Account Managers, assisting when necessary
  • Assist client with all aspects of their plan, cash values, allocations, illustrations
  • Process appropriate application, forms and death claims with carrier
  • Maintain accurate client record both electronically and hard copy where required
  • Work with carriers to correct reporting errors
  • Assist in preparation and proofing of other team member reports
  • Assist in proofing of presentations
  • Assist in preparation of presentations
  • Assist with RFP responses
  • Travel, as required
  • Other duties as assigned.



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