Life & Health Insurance Account Manager - Client Advocate

John C. Ferneding & Associates, Inc.; Dayton (OH); In loco; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid Time Off

Health Insurance

Life Insurance

Disability Insurance

Hands-on Training

Career Growth Opportunities

Licensing assistance

Team collaboration

Work-life balance

Casual Fridays

Monthly bonus opportunities

Company sponsored incentives

Tuition Reimbursement

Summer Hours

Descrizione del lavoro

John C. Ferneding & Associates, Inc. in Dayton, Ohio is seeking an Account Manager for Life & Health insurance. You will manage a dedicated client portfolio, build lasting relationships, and tailor coverage solutions while handling renewals and end­orsements with accuracy.

The role emphasizes proactive client service, clear communication, and collaboration with the sales team to grow accounts. Licensing training is available; license within 6 months is encouraged.

Competenze

• Life & Health license preferred; licensing training available.
• Proven experience in an account management or client-facing role.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management abilities.
• Ability to work independently and in a collaborative team.

Mansioni

• Serve as the primary contact for a dedicated portfolio of clients, ensuring their insurance needs are met.
• Build and maintain strong, long-lasting relationships with clients through proactive communication and exceptional service.
• Understand client needs and recommend appropriate insurance products and coverage adjustments.
• Process policy renewals, endorsements, and other administrative tasks accurately and efficiently.
• Collaborate with the sales team to identify opportunities for client growth and retention.
• Address client inquiries and concerns promptly and professionally, providing effective solutions.

Conoscenze

Communication skills

Interpersonal skills

CRM proficiency

Organization & time management

Formazione

Life & Health license (preferred)

Strumenti

CRM software

Descrizione del lavoro

John C. Ferneding & Associates, Inc. in Dayton, Ohio is seeking an Account Manager for Life & Health insurance. You will manage a dedicated client portfolio, build lasting relationships, and tailor coverage solutions while handling renewals and end­orsements with accuracy.

The role emphasizes proactive client service, clear communication, and collaboration with the sales team to grow accounts. Licensing training is available; license within 6 months is encouraged.