Aegon · 1 week ago
Intermediate Account Manager - (Employee Benefits)
United States
Full-time
Hybrid
Entry, Mid Level
$62K/yr - $75K/yr
2+ years expAegon is seeking an Intermediate Account Manager to provide outstanding relationship management for the administration of complex voluntary insurance benefit plans. The role involves developing client relationships, resolving service issues, and promoting service opportunities to enhance client retention.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
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
Qualification
Required
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)
Preferred
Knowledge of voluntary insurance benefits
Experience with CRM systems (e.g., Salesforce)
Benefits
Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
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2026-01-12
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2026-01-03
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