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Senior Account Manager
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LifePoint Financial
Pittsburgh, PA (In Person)
$62,500 Salary, Full-Time
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Job Description
Senior Account Manager LifePoint Financial Pittsburgh, PA Job Details Full-time $55,000
- $75,000 a year 1 day ago Benefits Paid training Health insurance Dental insurance 401(k) Paid time off Vision insurance Professional development assistance Life insurance Qualifications Financial planning Life Insurance License Managing customer accounts Customer communication Customer service Life insurance knowledge Insurance issue resolution Series 7 Attention to detail Coordinating with insurance clients Sales management systems proficiency Organizational skills Accident & Health Insurance License Financial services CRM system proficiency Productivity software Account management Solution selling approach Consultative selling
Full Job Description Location:
Pittsburgh Schedule:
Monday-Friday, 8:30 AM to 4:30PM Compensation:
$50,000 to $75,000 base, with bonus opportunitiesBenefits:
Paid time off, paid training, optional benefits availableABOUT US
At LifePoint Financial, we take pride in helping people make decisions that outlast "The Dash," the space between life's dates where values, choices, and impact live. We take a team-based approach to planning, and we're equally committed to giving back through our Stewardship initiative, investing a portion of our revenue into the Pittsburgh communities we serve. If you're looking to do meaningful work alongside people who care, we'd love to meet you.THE ROLE
The Account Manager owns the day-to-day relationship and service for our clients across life, disability, investments, and group benefits, supporting the broader strategies that protect both earned and unearned income. You'll be the link between clients, the planning team, and carriers, keeping accounts accurate, responsive, and well-served as clients move through income protection, retirement, estate, and business planning. This role rewards both relationship skill and operational precision, with bonus potential for strong performers.KEY RESPONSIBILITIES
Serve as a primary point of contact for assigned client accounts Manage the account lifecycle: onboarding, servicing, policy changes, and renewals Support clients across the firm's strategy areas, including income protection, retirement, estate, and business planning Coordinate with carriers on applications, underwriting, claims, and issue resolution Maintain accurate records, documentation, and compliance across all accounts Help keep each client's Personal and Professional Balance Sheet current as their plan evolves Prepare quotes, proposals, and client-ready materials Partner with Financial Representatives to support client strategies and opportunities Ensure every client interaction reflects the firm's standard of careQUALIFICATIONS
3+ years of relevant experience in insurance or financial services account management Preferred licensing: Life, Accident & Health; Property & Casualty; and/or Series licenses (or willingness to obtain) Strong knowledge of Protection First Planning Excellent organization, communication, and problem-solving skills Proficiency with CRM systems, carrier portals, and Microsoft Office Self-motivated, with a client-first mindsetYOUR FIRST 90 DAYS
Days 1 to 30: Onboard to our book of business, systems, and carrier relationships; learn our service standards Days 30 to 60: Take ownership of assigned accounts, handling renewals and service requests with team support Days 60 to 90: Manage your accounts independently and begin identifying opportunities to deepen client relationshipsLIFEPOINT CORE VALUES
- A
COMMITMENT TO WE CULTURE
Integrity- WE choose to operate with high integrity in life and not just business. Belief
- WE believe in the immediate and long term value that perfect protection and planning creates. Grit
- WE are willing to do what others aren't for everyone. Urgency
- WE work daily at a pace that demonstrates our understanding that someone's future is on the line. Entrepreneurial
- WE carry a personal drive that balances both a goal and growth mindset. Commitment
- WE regularly strive to create our greatest personal and collective impact.
EQUAL OPPORTUNITY
We encourage you to apply even if you don't meet every qualification listed. If you're passionate about serving people, resonate with our core values, and are interested in growing with a purpose-driven team, we'd love to hear from you. LifePoint Financial is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.Pay:
$55,000.00- $75,000.