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Life Insurance Account Manager in Cleveland at Huntington

Date Posted: 6/25/2018

Job Snapshot

Job Description

Life Insurance Account Manager

Job Description:

* Exercise judgment to create and develop presentations (15-20 per month) with the intent of distributing life insurance solutions to prospective Huntington Insurance clients. This includes creating illustrations, case design, power-point presentations, completing life insurance applications and other pre-sale functions to prepare the insurance representative for client meetings. Prioritize effectively and respond in optimal time frames while working in a fast paced environment to meet deadlines.
* Responsible for the management of advanced life insurance cases (>$2MM of death benefit for term life insurance or >$500K of death benefit for permanent life insurance) through the application submission, underwriting and policy delivery phases of the sales cycle.
* Partner with our Broker General Agents and/or Insurance Carriers to gather all required medical information (i.e. attending physician statement, paramed and labs) as well as collect and analyze the clients financial information (i.e. tax returns, balance sheets and cash flow summaries) to negotiate the best underwriting offer for the client.
* If necessary, coordinate the syndication of coverage across multiple insurance companies to ensure our client's financial objectives are met (i.e. overall death benefit and/or total premium outlay). Authorized to bind coverage and send policy to issue.
* Act independently to service large, complex accounts (>1500 clients) for the producer's book of business. Controls confidential client information through Sagitta and Image Right to ensure client information is accurate, well maintained and up-to-date. Prepares annual reviews to focus on policy retention to maintain the client's relationship.
* Ensure we are compliant with all HBAN and FINRA policies & procedures. Works with the Agency Principal to make sure all reporting requirements are met, along with making sure that all agents are properly licensed and appointed prior to soliciting business.
* Governs Advanced Life Team with pipeline management including referral tracking, communication with referral source, projection of revenue and anticipated completion dates. Responsible for the Advanced Life Team's weekly documentation for forecast reporting.

Basic Qualifications:

*High school diploma or GED required.
*A minimum of 3 years of Life Insurance experience required.
*Life & Health Insurance license required.

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.