Account Manager

Position Summary:

Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Agents and Technical Assistants on the new, renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Manage unresolved claims as necessary
• Request and research reports and information relevant to the placing of new and/or renewal business
• Visit clients/company decision makers during the year to discuss group needs and solutions
• Re-market group medical/ancillary plan in current book of business as needed
• Conduct on-site open enrollment meetings for renewals each year and communicate benefit details to the organizations employees
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information

Education/

Experience:

• High School diploma or General Education Diploma (G.E.D.)
• Three to five years of life/health insurance experience
• Active 2-15 Health & Life Insurance License