Account Manager

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts.

• Provide positive, prompt, accurate, and courteous service to clients.
• Assist in marketing new and renewal business, prepare proposals, presentation packets and maintain underwriting and marketing information, and accompany advisor to client meetings when requested.
• Run renewal reports from Benefit Point and maintain system of tracking renewals.
• Check new and renewal contracts and policies for accuracy in rates, typing, coverage, signatures, and input these transactions into Benefit Point and Image Right and deliver to client or advisor when necessary.
• Coordinate tasks with Claims Analyst and Wellness Population Director as needed.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
• Maintain electronic files in an orderly, up-to-date manner consistent with the department file standards policy.
• Participate in seminars and continuing education through staying versed in trends through circulars, bulletins, trade publications, seminars, and schools offered.
• Perform other related duties as assigned.

• Experience:
  
  At least two (2) years’ experience in similar position is desirable.
• Education requirement:
  High school diploma or equivalent (GED) is required. College degree is preferred, not required.
• Required state licensing certification in life and health per state requirements.
• Have an understanding and ability to analyze employee benefits lines insurance coverages, forms, procedures.
• Should have thorough understanding of employee benefits lines including underwriting and coverages.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system (Benefit Point, Image Right, Zywave). Zywave Products, such as HR360 and NFP, insurance software.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.