Note: The job is a remote job and is open to candidates in USA. Aegon is seeking an Intermediate Account Manager - Life, Accident, & Disability to provide outstanding relationship management for complex voluntary insurance benefit plans. This role involves maintaining client relationships, resolving issues, and promoting additional service opportunities to enhance client retention.

Responsibilities

• Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention
• Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships
• Follow-up with business groups and service vendors to ensure service levels are met
• Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues
• Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals. Make suggestions to use the system to its’ fullest advantage
• Participate as needed in cross functional initiatives as a department subject matter expert
• Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client level issues
• Produce and provide marketing materials for clients and agents; work directly with Marketing team as needed
• Keep current on products and systems to educate agents and clients

Skills

• Bachelor's degree in a business field or equivalent combination of education/experience
• Two years of insurance or client relationship experience
• Customer service, relationship management or research related experience in a corporate environment
• Excellent written and oral communication skills to address client needs and provide education
• Excellent attention to detail and organizational skills
• Technical aptitude to quickly learn software applications
• Ability to work independently and leverage resources to complete assignments
• Advanced proficiency using Microsoft Office products (e.g., Word, Excel, PowerPoint)
• Knowledge of voluntary insurance benefits
• Life, accident & Disability experience
• Experience with CRM systems (e.g., Salesforce)
• Ability to multitask and prioritize

Benefits

• Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
• Hybrid

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