Senior Insurance Account & Services Lead

Wellmark, Inc.; Iowa (LA); On-site; USD 65,000 - 85,000; Full time

Job summary

Wellmark, Inc. is seeking a Sr. Account Service Rep to support renewal and retention for a Large Group Account Management team. You will respond to agents via phone, email, and correspondence, educating them on products and services.

You will coordinate agent meetings and work with Operations, Underwriting, and other partners to address customer needs. Strong communication and relationship-building skills are essential for success.

Qualifications

• Associate’s Degree or direct and applicable work experience.
• 4+ years of experience in customer/client support or related roles with increasing levels of accountability.
• 1+ year of office administration experience in insurance/financial services or similar corporate environment.
• Strong interpersonal and relationship management skills with ability to develop deep understanding of customers’ needs.
• Strong written and verbal communication skills and ability to facilitate presentations.
• Proficiency with Microsoft Office applications (Word, Excel, Outlook).
• Valid Driver’s License with 20-30% travel.
• Life & Health insurance license, or ability to obtain within 2 months.

Responsibilities

• Assist in development and management of relationships with customers and consultants; maintain relationships through effective communication and meetings.
• Understand customer needs through consultation, research and resolution of inquiries; reinforce customer experience with timely responses.
• Prepare and submit required paperwork for new or renewal business within specified timeframes.
• Collaborate as a subject matter expert for products, services, processes and value proposition; support Account Managers when needed.
• Review SPDs, SBCs, and related documents for customers before delivery.
• Document account activities in CRM; identify trends and share insights with leadership.
• Participate in training sessions, meetings, and benefit fairs; assist in group enrollment activities.
• Support group transitions and implementations; assist with RFPs and quality assurance of paperwork.

Skills

Customer service

Office administration

Communication skills

Relationship management

Microsoft Office

Driver's license

Education

Associate’s Degree or equivalent experience

Tools

CRM systems

Job description

Wellmark, Inc. is seeking a Sr. Account Service Rep to support renewal and retention for a Large Group Account Management team. You will respond to agents via phone, email, and correspondence, educating them on products and services.

You will coordinate agent meetings and work with Operations, Underwriting, and other partners to address customer needs. Strong communication and relationship-building skills are essential for success.