Account Manager / Relationship Specialist

San Jose, California
Competitive salary with attractive benefit and compensation program
Mar 05, 2018
May 04, 2018
Job Type
Full Time
Career Level
Not Specified

Account Manager/Relationship Specialist


We are currently seeking an experienced Account Manager/Relationship Specialist with a passion for sales, relationship building, retention and the drive to WIN!   As part of the Inside team in our San Jose office, you will actively quote, sell and service small group and group related products for a specific assigned block of brokers. This position is responsible new business relationships, retention of in-force business, following up on outstanding quotes and working directly with our health insurance brokers. Ideal candidate must have previous experience working with small group health insurance and strong people skills and phone skills.    See specifics below.

Purpose of Position: Position will quote, sell and service small group and group related products for a specific block of brokers. This position is responsible new business sales, following up on outstanding quotes and handling carrier expectations. Position will also be involved in facilitating a speedy underwriting process and meeting goals and objectives on a monthly basis.

Essential Functions:

To provide broker support via telephone by:

o Answering questions

o Providing technical/legislative information

o Screening and directing new business sales

o Following up on outstanding quotes

o Handling carrier exceptions

o Facilitating a speedy underwriting process.


Position requires that candidates speak fluent English and communicate effectively. Must have strong knowledge of group medical insurance and related aspects. Must have strong people skills, strong phone skills and ability to prioritize. Must be detail oriented with ability to work independently in a fast paced environment with constantly changing parameters. Self-motivated and goal oriented. Computer literate with working knowledge of Outlook, Word and Excel.

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