Financial Services Account Manager

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Benefit Quest, Inc.

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 1988

💸 Finance

🤝 B2B

👥 B2C

Finance • B2B • B2C

Benefit Quest, Inc. est un cabinet indépendant de services d'assurance et financiers basé à New York, qui propose des assurances personnelles (auto, habitation, santé), des assurances commerciales et des solutions d'avantages sociaux. L'entreprise offre également des services de planification financière et de retraite, agissant en tant que conseiller de confiance pour les particuliers, les familles, les petites entreprises et les grands employeurs. Benefit Quest met l'accent sur des conseils objectifs et impartiaux, l'assistance aux réclamations et des relations clients à long terme. Elle propose des consultations et des ressources (guides, calculateurs, vidéos) pour aider les clients à prendre des décisions éclairées.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

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