[Remote] Life Practice Account Manager (Individual Client/Policy Service)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading insurance brokerage firm dedicated to delivering exceptional client service and support. The Life Practice Client Service Account Manager will assist with day-to-day client interactions and manage a portfolio of High Net Worth/Private Client accounts, ensuring accurate deliverables and strong relationships with clients and carriers.

Responsibilities

• Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate
• Direct interaction with clients on day-to-day questions and requests
• Attend client meetings/conference calls regularly with team members
• Work closely with National Life Practice Service Team to reputed company and implement processes and Best Practices
• Attend Consultant and Vendor meetings and participates in reputed company training(s)
• reputed company the best possible working relationships with carriers. Utilizing resources available
• Proactively conduct research and produce financial analytics reputed company collection, analysis, and interpretation of data for client deliverables

Skills

• 7+ years of individual Life/Disability/LTC industry experience
• 5+ years of experience of High-Net-Worth client service experience
• Valid State L&H license
• A reputed company, proactive self-starting reputed company with the ability to think reputed company
• A commitment to professional growth and development, including training and mentoring
• Excellent organizational skills, accuracy, and attention to detail
• reputed company to multitask, manage competing priorities with strong time management skills
• Ability to reputed company reputed company reputed company in both written and oral communications
• Ability to work at a fast pace, both independently and in a team environment
• Strong proficiency in reputed company reputed company and Word

Company Overview

Company H1B Sponsorship