Account Manager (DK)

GIS National LLC; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

GIS National LLC is seeking a self-motivated individual to manage broker and client relationships in Dallas, Texas. The role involves collaborating with external sales teams, training group administrators, and managing the implementation process for new clients. Ideal candidates will have strong communication and organizational skills, a focus on client satisfaction, and the ability to adapt in a fast-paced environment. An undergraduate degree and proficiency in Microsoft Excel and Word are preferred, but not required.

Qualifications

• Must be able to work in a fast-paced environment.
• Comfortable with all communication methods.
• Able to learn quickly and have a sense of urgency.
• Strong organizational and follow-through skills.
• Desire to learn new products and services.

Responsibilities

• Work with sales team and insurance carriers on broker and client relationships.
• Manage implementation process for new employer clients.
• Train new group administrators on GIS Connect enrollment platform.
• Collaborate with Renewal Specialist on client renewals.
• Maintain and grow broker clients to maximize satisfaction.

Skills

Communication skills (in person, phone, email)

Organizational skills

Time management skills

Problem-solving ability

Self-motivation

Teamwork

Education

Undergraduate degree

Tools

Microsoft Excel

Microsoft Word

Job description

Description

• Work closely with our external sales team, internal partners and insurance carriers in managing your assigned broker and client relationships.
• Manage implementation process for new employer clients within assigned brokers’ block.
• Train new group administrators on chosen GIS Connect enrollment platform.
• Collaborate with the Renewal Specialist in managing upcoming renewals to maintain persistency and client satisfaction.
• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.

Requirements

Required, Knowledge, Skills and Abilities:

• Must be able to work in a fast-paced environment.
• The ideal candidate will be comfortable with all methods of communication: in person, phone and email.
• Must have the ability to learn quickly.
• The candidate has a sense of urgency and takes pride in their work.
• Must be comfortable in a team environment.
• Must have the ability to problem solve complex issues and articulate resolution to broker and client clearly and concisely.
• Ability to assess incoming requests and delegate or escalation to appropriate internal or external resources.

The qualified candidate should have the following:

• Insurance carrier or broker experience is not required but preferred
• Self-motivated and goal oriented
• Strong organizational, time management and follow-through skills
• Highly proficient in the basics of Microsoft Excel and Word
• Excellent communication skills both written and verbal
• Undergraduate degree (Preferred, but not required)
• Desire and ability to continually learn new products and services and processes
• Life and Health licensed within 180 days of employment

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.