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Employee Benefits Account Manager II

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Job Details
Job Order Number
Company Name
Trustmark National Bank
Physical Address
Company Worksite
Birmingham, AL 35242
Job Description

Employee Benefits Account Manager II

Job ID


Regular Full-Time

Job Grade

FLSA Status

Working Hours
8am – 5pm

Job Location: Company
FBBI Southeast Region – 11021


The purpose of this job is to assist the EB Producer in all aspects of account sales, marketing, and service. An acute understanding of the entire sales and service process, especially as it pertains to retaining clients, is required for this position. Market knowledge, presentation skills, and good business ethics are also required, as the Account Manager will assist in advising client on the best product for their company and employees. Must meet sales, service, and quality standards of the agency.

Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets

Check or determine correct rates and premiums for requested coverage on new accounts and renewal accounts

Work with producers on information necessary for coverage necessary for coverage desired. Make sure all submissions including applications are complete, accurate and meet company requirements

Receive phone calls from clients and companies and comply with the request and/or refer to the producers

Assist producer in enrolling new groups

Provide technical support to producer(s) benefit clients and to reach agency’s business goals. Provide underwriting and placement expertise on accounts.

  • Should have thorough understanding of financial services underwriting coverage, and Health Lines
  • Knowledge of account management software helpful but not required
  • Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
  • Ability to communicate orally, and in writing with others to explain complex issues, receive and interpret complex information and respond accordingly
  • Minimum three years experience in similar position
  • Must possess Life and Health license or be able to obtain license within 90 days of placement in position
  • College degree or equivalent experience


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