Job Details

The Life & Health Insurance Account Manager represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our Life & Health customers, agents and insurance carriers with established policies and procedures. Responsibilities Account Management & Client Service: Maintain and update Life & Health insurance policy information with precision, ensuring compliance with agency and carrier standards. Assist the advisor in educating clients on health plan options, including ACA-compliant policies, short-term health plans, Medicare supplements, and employer-sponsored plans. Build strong, trust-based relationships with clients, producers, and carriers, ensuring a seamless client experience. Policy Administration & Servicing: Assist with policy enrollment, renewal, and claims navigation. Conduct annual reviews of life and health policies, making recommendations to advisors for updates on existing client policies. Compliance & Process Excellen...Account Manager, Insurance, Health, Manager, Client Service, Customer Service, Accounting, Banking