Employee Benefits Account Manager

Position Summary

The Benefits Account Manager is expected to manage a book of assigned large benefit group accounts. This involves responsibility for every aspect of an account, from daily servicing, ID cards, assisting with claims, handling new business and renewals, marketing of policies, and preparation of quotes and proposals from carriers. It is imperative that the Account Manager has the ability to work in our Agency Management System as instructed efficiently; as well as clearly communicating with the clients and producers.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

· Responsible for marketing new and renewal accounts at the direction of the producer

· Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review   existing coverage with the producer or insured and update specifications; compile and review loss experience

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

· Review and verify correct rates and premiums for requested coverage on new and renewal accounts

· Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines; invoice premium transactions as they occur

· Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)

· Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs

· Respond to phone calls from clients and companies and comply with the request and/or refer to the producer

· Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution

· Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.

· Maintain a weekly log of new business submitted, quotes issued and policies are written., which will be coordinated with management using agency reporting systems

Minimum Qualifications (Knowledge, Skills, and Abilities)

· Life & Health Texas Agent License, required

· Minimum of 2 years proven work experience with large Benefits Administration, Employee Benefits, and Insurance groups

· Strong customer service and account management skills 

· Solid written and verbal communication skills 

· Ability to pay close attention to detail, multitask, and prioritize effectively 

· Good understanding of Microsoft Office Suite; especially Excel

· Availability to commute on-site during the hours of 8am- 4:45pm; Mon-Fri

· Applied Epic, a plus

· Employee Navigator, a plus