[Remote] Life Practice Account Manager (Individual Client/Policy Service)
Note: The job is a remote job and is open to candidates in USA. Risk Strategies 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 develop and implement processes and Best Practices
- Attend Consultant and Vendor meetings and participates in internal and external training(s)
- Develop the best possible working relationships with carriers. Utilizing resources available
- Proactively conduct research and produce financial analytics via 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 resourceful, proactive self-starting mindset with the ability to think ahead
- A commitment to professional growth and development, including training and mentoring
- Excellent organizational skills, accuracy, and attention to detail
- Capacity to multitask, manage competing priorities with strong time management skills
- Ability to express ideas clearly in both written and oral communications
- Ability to work at a fast pace, both independently and in a team environment
- Strong proficiency in Microsoft Excel and Word
Company Overview
Company H1B Sponsorship