Account Manager

Services new and existing accounts. Processes and maintains commission
information. Maintains renewal of licenses of Producers and contracts with carriers.
Partners with the Producers to meet and exceed customer’s service expectations.

Maintain confidentiality. All information in the benefit department is considered
confidential. Do not discuss clients, their employees, their benefit programs, or any
information given to us by a client outside of the appropriate work context.

Log in commissions, allocate to the proper producer and reconcile commission
statements daily.

Process resident and non-resident license applications, license renewals, carrier contracts
and appointments.

Functions include taking customer calls, following up with insurance providers and
customers to resolve problems, answering questions, composing correspondence, and
producing reports.

Maintain the customer and computer files in the proper order as well as documenting
conversation, changes, requests for changes, etc. Follow-up to ensure the desired outcome was achieved.

Prepare, process, review and monitor various documents such as renewals, RFPs, policies,
renewals, claim information, applications, changes, amendments, contracts, etc. for individual and group life and health policies.

Greet customers & carriers in a courteous manner, take customer calls, follow-up with
insurance providers and customers to resolve problems, answer questions, compose correspondence and produce reports.

Maintain and prioritize all projects so that completion is as scheduled.

Become liaison between client and carrier regarding termination, premium collection,
claims processing and billing situations, etc.

Completes all work in a timely manner.

Provides advisory support and assistance to producers and other department members as needed. Assist with other department duties as the need arises, i.e., vacation or PTO of other department members.

Attends seminars or educational activities to stay up to date on the latest developments and trends in the industry. Apply this knowledge in day-to-day activities.

Maintain your insurance license by attending continuing education classes and seminars.

Performs in a manner that will prevent errors and omissions.
Other functions may be assigned as business conditions change.

High school diploma or GED equivalent. Basic computer skills necessary. Experience in Customer Support is a must. Experience with Microsoft products including Outlook, Word, Excel. Knowledge of Excel is important to this role.

Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.

Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.

Insurance license must be obtained within one year.

Skill and ability to organize and prioritize. Skill and ability to meet deadlines. Willingness to take responsibility and initiative and be innovative. Ability to read, analyze, and interpret insurance policies, coverage’s, documents, and
regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and customers. Ability to explain to customers details of policies such as additional coverages and gaps. Skill and ability to meet people and listen.

Seeing — Regularly (67–100%) Must be able to read reports and use computer

Hearing — Regularly (67–100%) Must be able to hear well enough to communicate with co-workers

Standing / Walking — Regularly (67–100%)

Climbing / Stooping / Kneeling — Frequently (34-66%)

Lifting / Pulling / Pushing — Frequently (34-66%)

Fingering / Grasping / Feeling — Regularly (67–100%) Must be able to write, type and use phone system

Working Conditions:

Normal working conditions with the absence of disagreeable elements.