Account Manager
Pan-American Life Insurance Group (PALIG) is seeking an Account Manager to join the U.S. Benefits Account Management department. The Account Manager will need to build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction. In addition, the Account Manager will :
- Be responsible for achieving assigned account objectives
- Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers' needs and expectations are met by the company
- Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
- Be responsible for the set-up and implementation of new accounts
- Be responsible for meeting deadlines, producing a quality work product in a fast-paced environment, and providing positive team participation and support
Represent company products and services to assigned customers
Provide insurance-related tasks in servicing and obtaining accounts, ensuring assigned customers' needs and expectations are metAnswer client calls concerning all service issues and product queries quickly, efficiently, and accuratelyCreate policy books and informationBe responsible for the set-up and implementation of new accounts
Process new business, renewals, policy changes, and cancellationsPrepare new and renewal client submissions and proposalsPrepare, file, and retrieve sales-related documents, such as contractsEnsure accuracy prior to submittal on new or renewal businessAssist in the maintenance and input of account information of the sales databasePrepare and authorize ID cards and other fulfillment materialsProcess policy change requestsProvide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategyPrepare post enrollment summary reportsServe as primary contact for agents and sales representatives for new accounts
Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account statusCheck policies against Proposal / Application for accuracy and complete checklist, updating as needed by making any necessary changesProvide positive team participation and support
Serve as back-up to Senior Account ManagersAttend meetings, calls, and demos for the Account Management TeamLiaise with internal teams and team members to ensure proper pre- and post-sales / account servicePerform other duties as required and / or assignedEducation & Experience :
2 years of insurance, customer service, or comparable experienceBachelor's degree preferredKnowledge, Skills & Abilities (KSAs) :
Competent and proficient understanding of the Microsoft Office suiteKnowledge of business English, proper spelling, grammar, and punctuationEnthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovativeExcellent customer service philosophyExcellent problem-solving skillsExcellent project management and time management skillsExcellent skills in reliability, initiative, and stress toleranceStrong presentation skillsStrong attention to detail and ability to self-check workTask oriented, excellent organizational skills, and ability to prioritize workloadAbility to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with peopleAbility to effectively communicate orally or in written form with executives, management, sales, and operations staffAbility to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levelsAbility to operate a keyboard if required to perform the essential functions of the jobAbility to perform in a professional appearance and mannerAbility to read and interpret a document if required to perform the essential functions of the jobAbility to travel if required to perform the essential functions of the jobAbility to work under stressful conditions and competing deadlinesPan-American Life Insurance Group Offers :
Comprehensive Compensation Packages (base & bonus)A Comprehensive Benefits Package : Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples. New hires are eligible for medical and dental coverage on the first of the month following 30 days of serviceHybrid Work OpportunitiesWho We Are :
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company.
At Pan-American Life, our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.
Pan-American Life is an Equal Opportunity Employer / Drug Free Workplace.
