[Remote] Int Account Manager - Life, Accident & Disability
Note: The job is a remote job and is open to candidates in USA. Aegon is seeking an Intermediate Account Manager - Life, Accident, & Disability to provide outstanding relationship management for complex voluntary insurance benefit plans. This role involves maintaining client relationships, resolving issues, and promoting additional service opportunities to enhance client retention.
Responsibilities
- Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention
- Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships
- Follow-up with business groups and service vendors to ensure service levels are met
- Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues
- Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans
- Address client needs, develop action plans and consult on products, services and capabilities that add value for the client
- Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its’ fullest advantage
- Participate as needed in cross functional initiatives as a department subject matter expert
- Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues
- Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed
- Keep current on products and systems to educate agents and clients
Skills
- Bachelor's degree in a business field or equivalent combination of education/experience
- Two years of insurance or client relationship experience
- Customer service, relationship management or research related experience in a corporate environment
- Excellent written and oral communication skills to address client needs and provide education
- Excellent attention to detail and organizational skills
- Technical aptitude to quickly learn software applications
- Ability to work independently and leverage resources to complete assignments
- Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)
- Knowledge of voluntary insurance benefits
- Life, accident & Disability experience
- Experience with CRM systems (e.g., Salesforce)
- Ability to multitask and prioritize
Benefits
- Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
- Hybrid
Company Overview