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Forrest T. Jones & Company · 1 month ago

Account Manager- Insurance Industry

Kansas City, MO

Full-time

Onsite

Mid Level

Forrest T Jones & Company provides insurance and related services to various clients. The Account Manager will manage B2B clients' daily needs, acting as a liaison between clients and internal teams while coordinating projects and assisting in client documentation.

Financial ServicesInsuranceMarketing

Responsibilities

Ability to coordinate and manage numerous projects with clients and among multiple internal departments

Proficient in project management; ownership of tasks with ability to drive product implementation through to completion

Assist Directors in development/analysis of client marketing documents

In charge of coordinating preparation of contracts and amendments, review policy and certificate equipment, advertising materials and proposals for new business opportunities

Qualification

Insurance industry experienceProject managementCommunication skillsCritical thinkingComputer skillsLifeHealth Insurance LicenseInsurance agreementsTPAsMGAsDetail orientedOrganizational skills

Required

Ability to coordinate and manage numerous projects with clients and among multiple internal departments

Proficient in project management; ownership of tasks with ability to drive product implementation through to completion

Assist Directors in development/analysis of client marketing documents

In charge of coordinating preparation of contracts and amendments, review policy and certificate equipment, advertising materials and proposals for new business opportunities

Excellent communication skills (written, verbal and listening)

Detail oriented, demonstrate leadership capabilities

Function at a high level in a very fast-paced environment

Excellent computer skills, including word processing and spreadsheets

Critical thinking and document proofing skills

Highly organized

Experience in the insurance industry with a focus on ancillary health insurance products

Working knowledge of the relationships between TPAs and MGAs

Basic understanding of insurance agreements and policy forms