Related skills
crm google suite client relationship management insurance license📋 Description
- Build and maintain strong client, carrier, and internal relationships for programs.
- Serve as primary contact for escalated insurance items (claims, billing).
- Conduct insurance consultations to assess needs and advise on program structures.
- Quote premiums and support pricing, revenue projections, and positioning.
- Support sales via client calls, demos, and upsell opportunities.
- Collaborate with sales, CS, product, billing, and implementation teams.
🎯 Requirements
- 5+ years in insurance account management or related roles.
- Strong knowledge of policies, programs, and regulatory requirements.
- Advise clients on coverage options and program fit.
- Experience with carrier partners on issuance, claims, or disputes.
- CRM proficiency and Google Suite; active insurance license.
- Bachelor's degree in Business, Finance, or related field.
🎁 Benefits
- Flexible remote and hybrid work options.
- Generous vacation and company recharge days.
- Medical, dental, and vision coverage with fertility benefits.
- HSA/FSA options and employer-paid disability.
- 401(k) with employer matching.
- Wellness programs, onsite gym, and mental health resources.
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