Account Manager

The Account Manager serves as the agency contact for small to mid-size group benefit clients. An Account Manager must build a relationship with all of his/her clients and be responsible for meeting the client’s needs in a proactive, timely, effective, and courteous manner.

Qualifications:

• High School Diploma or GED, required
• Minimum of one year of customer support experience, required
• Life and Health WI insurance license, required within 60 days
• Experience using Microsoft Excel, Outlook, Word
• Ability to work independently and as a member of a team
• Ability to manage multiple tasks simultaneously and work effectively under tight deadlines
• Excellent written and oral communication skills
• Excellent problem resolution skills
• Ability to collect data, establish facts, and draw valid conclusions

Working Conditions:

• Must be able to remain in a stationary position 50% of the time
• Needs to occasionally move about inside the office to access files cabinets, office equipment, etc.
• Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.)
• Work takes place in a well-lighted, heated, and/or air conditioned indoor office setting with adequate ventilation