Job Description

Looking to work for an amazing company and a great team? . If you are interested in any of the job openings please email your resumes to Denise Neuhaus at [email protected]

Account Manager – Group Benefits

As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support.
RESPONSIBILITIES:

• Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
• Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.
• Conduct client presentations in the absence of the Producer.
• Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers.
• Effect changes in coverage as requested and needed by customer.
• Direct a smooth transition from one carrier to another carrier.
• Perform periodic service calls on all accounts and complete a report on a monthly basis.
• Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Handle or refer all requests by our clients.
• Act as a back up to the Producer with clients and carriers.

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 3 years equivalent experience preferred
• Life and Health license
• Self-funded knowledge required for large account roles
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multi task and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision

As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support.
RESPONSIBILITIES:

• Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
• Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.
• Conduct client presentations in the absence of the Producer.
• Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers.
• Effect changes in coverage as requested and needed by customer.
• Direct a smooth transition from one carrier to another carrier.
• Perform periodic service calls on all accounts and complete a report on a monthly basis.
• Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Handle or refer all requests by our clients.
• Act as a back up to the Producer with clients and carriers.

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 3 years equivalent experience preferred
• Life and Health license
• Self-funded knowledge required for large account roles
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multi task and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision