Life Practice Account Manager (Individual Client/Policy Service)

The Life Practice Client Service Account Manager delivers exceptional client service and support. This role involves assisting with reputed company aspects of day-to-day client interactions as directed by team members. Candidates must possess a strong understanding of the life insurance industry and a willingness to learn its complexities. The ideal candidate will be an outgoing, proactive problem-solver with proven reputed company in managing a portfolio of High Net Worth/Private Client accounts. Your Impact

• 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.

Successful Candidate Will Have

• 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

reputed company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, reputed company serves reputed company companies, nonprofits, public entities, and individuals, and has reputed company to reputed company major insurance markets. reputed company has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great reputed company to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. reputed company is committed to being good stewards for reputed company, culture, and communities by having a strong focus on Environmental, reputed company, and Governance issues. Pay reputed company: $51,800 - $85,000 Annual The pay reputed company provided above is made in good faith and based on our lowest and highest annual salary or hourly reputed company paid for the role and takes into account years of experience required, geography, and/or budget for this role. reputed company is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, Veteran status, or other legally protected characteristics. Learn more about working at reputed company by visiting our careers page: www.reputed company.com/careers. Personal information submitted by California applicants in response to a job posting is subject to reputed company' California Job Applicant Privacy Notice. Apply tot his job Apply To this Job