[Remote] Int Account Manager - Life, Accident & Disability
Note: The job is a remote job and is open to candidates in USA. Aegon is seeking an Intermediate Account Manager - Life, Accident, & Disability to provide outstanding relationship management for complex voluntary insurance benefit plans. This role involves maintaining client relationships, resolving issues, and promoting additional service opportunities to enhance client retention.ResponsibilitiesDevelop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retentionResearch a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnershipsFollow-up with business groups and service vendors to ensure service levels are metInitiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issuesIdentify and promote additional service opportunities to aid in the retention of inforce voluntary plansAddress client needs, develop action plans and consult on products, services and capabilities that add value for the clientProvide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to itsβ fullest advantageParticipate as needed in cross functional initiatives as a department subject matter expertReview billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issuesProduce and provide marketing materials for clients and agents; work directly with Marketing team as neededKeep current on products and systems to educate agents and clientsSkillsBachelor's degree in a business field or equivalent combination of education/experienceTwo years of insurance or client relationship experienceCustomer service, relationship management or research related experience in a corporate environmentExcellent written and oral communication skills to address client needs and provide educationExcellent attention to detail and organizational skillsTechnical aptitude to quickly learn software applicationsAbility to work independently and leverage resources to complete assignmentsAdvanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)Knowledge of voluntary insurance benefitsLife, accident & Disability experienceExperience with CRM systems (e.g., Salesforce)Ability to multitask and prioritizeBenefitsBonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.HybridCompany OverviewAegon offers products and services in the life insurance, pension, retirement, and asset management fields. It was founded in 1983, and is headquartered in Den Haag, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is https://www.aegon.com/.