Life & Health Account Manager

W3Global; Longview (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

W3Global is seeking a Life & Health Account Manager to build and maintain strong client relationships, deliver exceptional service, and drive account growth. The role focuses on managing client accounts, coordinating with internal teams, and identifying cross-selling opportunities to enhance customer satisfaction and retention.

The ideal candidate will be organized, detail-oriented, and comfortable working directly with clients.

Qualifications

• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple client accounts and meet deadlines.
• Self-motivated, dependable, and able to work effectively both independently and as part of a team.

Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Serve as a primary point of contact for client questions, requests, and account needs.
• Provide timely and professional customer service and support.
• Manage assigned client accounts and ensure all deadlines, follow-ups, and deliverables are completed accurately and on time.
• Monitor client needs and identify opportunities to improve customer satisfaction and retention.
• Identify opportunities for new business development, cross-selling, and account growth.
• Analyze customer and account data to identify trends, opportunities, and areas for improvement.
• Develop and implement strategies to increase customer loyalty, satisfaction and retain…
• Maintain accurate client records and account information.
• Collaborate with internal teams to resolve client issues and ensure a smooth customer experience.
• Prepare reports and perform account-related tasks using Microsoft Office applications.

Skills

Customer service

Relationship-building

Communication skills

Organization

Attention to detail

Multi-account management

Teamwork

Self-motivation

Education

High school diploma or equivalent

Tools

MS Word

Excel

Job description

Position Summary

We are seeking a motivated and customer-focused Life & Health Account Manager to join our team. This position is responsible for building and maintaining strong client relationships, providing exceptional customer service, managing client accounts, and identifying opportunities for business growth.

The ideal candidate is organized, detail-oriented, professional, and comfortable working directly with clients. Insurance experience is a plus, but we are open to candidates with strong customer service, account management, sales, or business development backgrounds who are willing to learn the insurance industry.

Key Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Serve as a primary point of contact for client questions, requests, and account needs.
• Provide timely and professional customer service and support.
• Manage assigned client accounts and ensure all deadlines, follow-ups, and deliverables are completed accurately and on time.
• Monitor client needs and identify opportunities to improve customer satisfaction and retention.
• Identify opportunities for new business development, cross-selling, and account growth.
• Analyze customer and account data to identify trends, opportunities, and areas for improvement.
• Develop and implement strategies to increase customer loyalty, satisfaction and retain…
• Maintain accurate client records and account information.
• Collaborate with internal teams to resolve client issues and ensure a smooth customer experience.
• Prepare reports and perform account-related tasks using Microsoft Office applications.

Qualifications

• High school diploma or equivalent; additional education is a plus.
• Previous experience in account management, customer service, sales, business development, or insurance preferred.
• Insurance experience is preferred but not required.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple client accounts and meet deadlines.
• Proficiency in Microsoft Word and Excel.
• Strong analytical and problem-solving abilities.
• Self-motivated, dependable, and able to work effectively both independently and as part of a team.

Licensing Requirement

Candidates must be willing to obtain the Group 1 Life & Health License within the first two months of full-time employment.

Insurance experience is not required to apply. Training and support will be provided to qualified candidates who are willing to obtain the required license and build a career in the insurance industry.