Benefits Account Manager
Job Description
Responsibilities • Provide outstanding customer service by responding to client questions regarding coverage, premiums, policies, enrollment, and claims.
• Build and maintain strong relationships with new and existing clients through consistent communication and account support.
• Conduct account outreach to verify information, provide updates, and identify opportunities to improve client satisfaction.
• Assist customers with the claims process and help resolve issues with insurance carriers, including billing concerns and coverage questions.
• Support new client enrollment processes, including gathering information, preparing documentation, and ensuring a smooth onboarding experience.
• Identify opportunities to introduce additional products and services based on client needs.
• Assist with marketing initiatives and client communication efforts.
• Maintain accurate customer records and update information within CRM systems.
• Present and explain company products and services to prospective and existing customers.
• Resolve customer inquiries and complaints professionally while ensuring timely follow-up.
Qualifications • Active Life and Health Insurance License required.
• Previous experience in insurance, sales, customer service, account management, or a related field.
• Experience using CRM platforms and maintaining accurate client records.
• Strong communication and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Self-motivated with strong problem-solving skills and a customer-focused mindset.
• Ability to meet deadlines and work effectively in a fast-paced environment.
HOUWC46 #ZR
Meet The Recruiter
Brandy Falcon
Sr. Direct-Hire Recruiter
A Top Recruiting Expert at Burnett with Over 10 Years of Proven Success
Once I started my recruiting career, I knew I would never turn back. I treat my candidates and clients with the same respect, transparency, and compassion that I give to my loved ones. It can be easy to find a job but challenging to find the right fit, so my focus is listening to the wants and needs of those I work with to identify an excellent match for both parties.
I’ve been passionate about connecting talented professionals with their dream jobs for over a decade, and I’m proud to be a top recruiter at Burnett Specialists. Let’s work together to find your perfect match
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