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

ESSENTIAL FUNCTIONS:

Represent company products and services to assigned customers

• Provide insurance-related tasks in servicing and obtaining accounts, ensuring assigned customers’ needs and expectations are met
• Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
• Create policy books and information

Be responsible for the set-up and implementation of new accounts

• Process new business, renewals, policy changes, and cancellations
• Prepare new and renewal client submissions and proposals
• Prepare, file, and retrieve sales-related documents, such as contracts
• Ensure accuracy prior to submittal on new or renewal business
• Assist in the maintenance and input of account information of the sales database
• Prepare and authorize ID cards and other fulfillment materials
• Process policy change requests
• Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
• Prepare post enrollment summary reports

Serve 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 status
• Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes

Provide positive team participation and support

• Serve as back-up to Senior Account Managers
• Attend meetings, calls, and demos for the Account Management Team
• Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
• Perform other duties as required and/or assigned

EDUCATION & EXPERIENCE:

• 2 years of insurance, customer service, or comparable experience
• Bachelor’s degree preferred

KNOWLEDGE, SKILLS & ABILITIES:

• Excellent project management and time management skills
• Strong presentation skills
• Competent and proficient understanding of the Microsoft Office suite
• Excellent customer service philosophy
• Effective ability to communicate orally or in written form with executives, management, sales, and operations staff
• Knowledge of business English, proper spelling, grammar, and punctuation
• Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
• Excellent skills in reliability, initiative, and stress tolerance
• Ability to perform in a professional appearance and manner
• Strong attention to detail and ability to self-check work
• Task oriented, excellent organizational skills, and ability to prioritize workload
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
• Excellent problem-solving skills
• Ability to work under stressful conditions and competing deadlines
• Ability to operate a keyboard if required to perform the essential functions of the job
• Ability to travel if required to perform the essential functions of the job
• Ability to read and interpret a document if required to perform the essential functions of the job

Pan-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 service.  
• Hybrid Work Opportunities

Who 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.