Account Manager

As an Account Manager at UNICO Group, your main responsibilities include managing client relationships, ensuring client satisfaction, communicating timelines and expectations, and developing strategic solutions to any issues that arise. You will also install new group insurance contracts, handle renewals, and inform clients of compliance measures while maintaining excellent communication with internal partners and carriers.

To become an Account Manager at UNICO Group, you should have a High School Diploma, with a Bachelor’s or Associate's degree preferred. Additionally, a minimum of three years of experience in delivering client-focused solutions based on customer needs is required. Experience in group health insurance is preferred, and you should either have a current life and health insurance license or the willingness to obtain one within 90 days of employment.

UNICO Group is committed to the professional development of its employees. As an Account Manager, you can expect to further your education through insurance courses and pursue industry designations. We also encourage participation in community service and volunteer opportunities that foster personal growth and engagement.

Success as an Account Manager at UNICO Group requires strong communication and interpersonal skills, the ability to manage multiple projects with attention to detail, and proficiency in Microsoft Office. Additionally, being able to work independently while following up on client activities from start to finish is crucial. You should also be comfortable interacting with various client personality types.

As an Account Manager at UNICO Group, you will primarily work in an office environment with a sedentary physical demand. You'll be responsible for data analysis, preparing reports, and extensive communication tasks, which require close visual acuity and the ability to move light objects occasionally. We strive to maintain a supportive and collaborative workplace culture.

When answering this question, highlight your communication skills and proactive strategies. Explain how you establish trust and ensure clients feel valued by regularly updating them on project statuses and being receptive to their feedback.

In your response, focus on your problem-solving skills and the importance of open communication. Provide an example of a conflict situation, how you approached it, and the steps you took to resolve it while ensuring all parties were satisfied.

Share specific examples from your past work where you handled group health insurance communications or policies. Discuss how your experiences have equipped you with the knowledge to navigate compliance measures like ERISA, COBRA, and FMLA effectively.

Talk about the strategies you use for effective time management and prioritization, such as creating task lists, utilizing project management tools, and maintaining open lines of communication with all clients to manage their expectations.

Mention specific softwares like agency management systems and Microsoft Office applications you've used. Emphasize your ability to learn new software quickly and adapt to different tools that facilitate client management and communication.

Discuss how you actively seek out educational opportunities, such as attending conferences, enrolling in professional courses, subscribing to industry publications, and connecting with peers to stay up-to-date with the latest trends.

Provide a specific instance that showcases your ability to go above and beyond for a client. Detail the situation, your actions, and the positive outcome for both the client and the company.

Elaborate on your strategies for breaking down complex topics into understandable terms. You might describe using visuals, clear language, and summaries that focus on key takeaways to ensure client comprehension.

Share your personal motivations, whether it's building relationships, achieving results for clients, or contributing to a team environment. Tie your motivations back to how they align with the goals of UNICO Group.

Emphasize your belief in teamwork and provide examples of how you've successfully collaborated with others. Highlight your communication style and willingness to seek input from colleagues to ensure collective success.