Account Manager

POSITION SUMMARY

The primary responsibility of the Account Manager is to provide administrative, operational, and client service support by assisting with client communications, data collection, scheduling, enrollment documentation, and service-related follow-up. This role helps ensure client information, policy records, and enrollment processes are completed accurately, timely, and in compliance with regulatory requirements while delivering responsive service to prospects, clients, Risk Advisors, and internal team members. Additionally, the Account Manager supports the maintenance of agency management systems, assists with marketing initiatives and product ordering, and contributes to a successful renewal process during Annual Enrollment Periods (AEP).

ESSENTIAL FUNCTIONS

Support Risk Advisors and Account Executives with client preparation, communications, and service-related tasks Facilitate data collection of new prospects, including but not limited to, individual health, Medicare and ICHRA's Run Part D reports on the CMS website for individual clients, as requested Maintain the agent management system by entering policies, creating commission allocation forms, renewing, rewriting, and cancelling policies Facilitate ordering of new/revised products for members Support AEP activity, including renewals, SOAs, authorizations, scheduling, and client follow-up Help identify workflow gaps and opportunities to improve client and team experience Assist clients with service questions, scheduling, documentation, and follow-up needs

QUALIFICATIONS

Education o High School diploma or equivalent Experience o 2+ years of customer service experience Accreditation o Wisconsin Life and Health insurance license required within 90 days of employment and maintained throughout the course of employment o Contract and certify with ACA & Medicare carriers, as needed o Annual certification with AHIP & FFM, as needed