Life Insurance Account Manager

What role you will play in team: You'll manage a portfolio of existing life insurance clients, building strong relationships, ensuring client retention, and identifying opportunities for cross-selling and upselling.

What you will do: You will maintain regular contact with clients, address their inquiries, resolve issues, and proactively identify opportunities to enhance their insurance coverage.

Key responsibility:

• Manage a portfolio of existing life insurance clients.
• Maintain regular contact with clients to build relationships and ensure satisfaction.
• Address client inquiries and resolve any issues promptly.
• Identify opportunities to cross-sell or upsell additional insurance products.
• Provide regular updates and reports on client accounts.
• Maintain accurate records of client interactions and transactions.
• Comply with all company policies and regulatory requirements.

Required Qualification and Skills:

• Bachelor's degree or equivalent.
• Experience in managing client accounts (preferred).
• Strong communication and interpersonal skills.
• Knowledge of life insurance products and procedures.
• Proficient in using CRM software.
• Ability to build strong client relationships.

Benefits Included:

• Competitive salary and bonus structure based on client retention and sales performance.
• Comprehensive benefits package including health insurance.
• Opportunities for professional development and career advancement.
• Supportive and collaborative work environment.

A Day in the Life: A typical day involves reviewing client accounts, making follow-up calls, answering client inquiries, addressing concerns, and identifying opportunities to expand existing coverage. You'll also spend time updating records and attending team meetings.