Account Manager - Remote

Overview

The Account Manager will provide service and assistance to clients and brokers, ensuring smooth operations and communication within the team.

In Short

• Responsible for data entry and processing member changes.
• Assist with billing, commissions, and invoicing.
• Handle client and broker emails regarding eligibility and invoicing.
• Support brokers with proposals and renewals.
• Maintain the CRM system.
• Serve as liaison between brokers, clients, and vendors.
• Work in a professional office environment.
• Proficient in Microsoft Office Suite.
• Detail-oriented and organized.
• Friendly and easy-going personality.

Requirements

• 2-5 years’ experience in customer service.
• Proficiency in Microsoft Excel, PowerPoint, and Adobe Suite.
• Good verbal and written communication skills.
• Ability to multitask effectively.
• Quick learner with proficient computer skills.

Benefits

• Opportunity to work in a diverse and inclusive environment.
• Career growth potential within a global company.
• Access to various financial products and services.
• Supportive team culture focused on client centricity.
• Innovative work environment.