Account Manager

Job Description

REQUIREMENTS

• Highschool or GED required
• Must be licensed
• Independent and self-motivated thinker and ability to thrive in a fast-paced environment
• Knowledge of Vertafore products a plus
• Strong written & verbal skills.
• Strong attention to detail and ability to prioritize.
• Proficiency with Microsoft Office and AMS360 & Image Right

RESPONSIBILITIES

• Schedule, confirm and manage appointments for benefit counselors.
• Coordinate daily schedule to maximize efficiency and accommodate client needs.
• Answer incoming phone calls, emails and inquiries in a timely & professional manner.
• Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information.
• Work closely with benefit counselors to ensure accurate scheduling and communication to client.
• Maintain accurate client records and appointment documentation.
• Reschedule appointments as needed.
• Follow up with clients regarding appointment reminders and employee notices.
• Assist with administrative tasks including data entry and report preparation.
• Maintain confidentiality of client information in accordance with company policies & applicable regulations.
• Support the benefit team with special projects and other administrative duties as assigned.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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