Financial Services Account Manager

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🕒 Novembro 25, 2025

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Benefit Quest, Inc.

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 1988

💸 Finanças

🤝 B2B

👥 B2C

Finance • B2B • B2C

A Benefit Quest, Inc. é uma empresa independente de serviços financeiros e seguros, localizada na cidade de Nova York, que oferece seguros pessoais (automóveis, residências, saúde), seguros empresariais e soluções de benefícios para funcionários. A empresa também oferece serviços de planejamento financeiro e de aposentadoria, atuando como um consultor de confiança para indivíduos, famílias, pequenas empresas e grandes empregadores. A Benefit Quest enfatiza aconselhamento objetivo e imparcial, assistência em pedidos de indenização e relações de longo prazo com os clientes, além de fornecer consultas e recursos (guias, calculadoras, vídeos) para ajudar os clientes a tomarem decisões informadas.

Descrição

• Organize and maintain complete client files including applications, policies, and supporting documents. • Maintain and update a master list with policy issue dates for annual reviews and check-ins. • Handle client service requests (bank changes, beneficiaries, address updates), reviewed with Milind prior to completion. • Contact prospects to schedule initial meetings and perform timely follow-ups. • Coordinate application meetings and follow-up communications. • Maintain closing files for prospects and reopen as needed. • Collaborate with Milind on scripts and email communication templates. • Maintain monthly correspondence logs. • Oversee compliance tasks including ACM, FINRA, product training, and quarterly attestations. • Support branch visits and compliance documentation. • Work with Milind to implement a system for tracking and completing compliance tasks. • Request policy illustrations from the Agency. • Gather and document essential client details. • Create and update PowerPoint presentations. • Schedule meetings (aligned with prospect responsibilities). • Assist with applications, underwriting, delivery, and payment processing. • Provide support for 401(k) & pension plans as needed throughout the year. • Maintain updated list of 401(k) & pension clients and their plan contacts. • Create review checklists per record keeper requirements. • Develop an outreach calendar for ongoing client communication and review cycles.

🎯 Requisitos

• Current Life & Health Insurance License (required or must obtain within 90 days) • 3+ years of experience in employee benefits, account management, or financial services • Excellent communication, problem-solving, and relationship-building skills • Ability to analyze data, identify trends, and provide recommendations • Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment • Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms

🏖️ Benefícios

• 401(k) • 401(k) matching • Competitive salary • Dental insurance • Health insurance • Paid time off • Training & development • Vision insurance