Job Summary

• The Senior Account Manager will provide dedicated customer service as a primary contact for our distribution partners, focusing on developing, managing, and maintaining positive relationships with Financial Professionals and Field Office Staff.
• Responsibilities include serving as a key point of contact, coordinating across teams for issue resolution, escalating complex matters, and applying strong product, underwriting, and process knowledge to process cases accurately and efficiently.
• The role requires strong technical aptitude with the ability to navigate evolving systems and tools, including MS Office, CRM systems, and specific Home Office and Field Office systems like NBA and Insight.

Matching Summary

Salary

Base: $65,000-$75,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Key Requirements

• 5 years of experience in life insurance case management
• High School Diploma or equivalent
• LOMA or industry courses or certifications preferred

Work Rights