ACCOUNT MANAGER - INDIVIDUAL INSURANCE (MGA)

THE ROLE IN A NUTSHELL

This position of Account Manager will report to the Director, Individual MGA in the following capacities:

Account Management of Affinity Partnerships

• Reporting (Quarterly and ad hoc)
• Main day to day contact for admin & marketing for select affinity partners
• Manage internal resources to meet timelines
• Ownership of activity (marketing & results)

Develop block of MGA and Advisors

• Portfolio of MGA
• MGA & Advisor Set Up, Ongoing training of advisors & follow up
• Coordinating new opportunities
• Manage & maintain CRM
• Develop and manage relationships with aligned advisors
• Participate in client and prospect presentations including finalist meetings

Lead MGA Special Projects

• Facilitate with block renewals and Health Assist
• NPS
• MGA Volume Bonus Reporting
• Coordinating...