Insurance Account Manager | North Platte, NE

Detailed Information

  • Location: Mc Cook, NE

  • Company: Wilcox Financial Services

to our team and our clients has created long-lasting and successful relationships. Essential Duties and Responsibilities: Manage a portfolio of clients with renewal retention of current clients. Maintain files and documentation in accordance with office procedures.

Deliver excellent customer service for benefit, billing or claims questions. Monitor and report on plan performance. Consult and update policy changes or inform clients of upcoming policy regulations or requirements. Prepare renewal quotes and analyze and spreadsheet quotes for the client. Educate and assist employers with compliance regulations and requirements. Other duties as assigned. Qualifications, Experience, and/or

Abilities: Experience as an insurance customer service representative or other insurance position is preferred but we will provide training as needed. Excellent verbal and written communication skills as well as a strong sense of accountability.

Strong interpersonal skills and professionalism in both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner. Customer focused to establish and maintain effective relationships. Intermediate level of experience in Microsoft Office products: Word, Excel, Outlook and Power Point. Be accurate with attention to detail. Exhibit problem resolution skills. Flexibility and adaptability to changing

priorities, deadlines and technology. Education and/or Experience: State of Nebraska Life & Health Insurance License required More than 2 years' experience in business or health/ancillary insurance industry preferred but we are willing to train the right person.

Please Note: This position has a requirement to be on-site due to the nature of the work What We Offer Wilcox Financial Services is proud to offer a competitive salary, PTO & paid holidays, 401(k), wellness program, and more.

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