Account Manager (GIS NE)
About The Position
Work closely with sales reps, account managers, internal partners, and insurance carriers in managing our broker and client relationships. Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness and medical. Provide prompt, efficient, high-quality service to our broker partners and clients. Manage customer service box for incoming service requests. Basic platform maintenance (Divisions/Contact/Salary Updates) Basic coding enrollments/special enrollments Set up scheduled reports for groups Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison) Correcting plan administrator mistakes in Ben Admin platform Support the Renewal Specialist for reporting and system updates Routing Billing inquiries/information about bills to correct parties Billing updates/research into billing discrepancy reports Policy exception requests for retro premium Gathering information from the broker for group termination requests and submitting to carriers Commissions questions Includes attached Northeast AM role progression
Requirements
- Must be able to work in a fast-paced environment.
- The ideal candidate will be comfortable with all methods of communication: in person, phone and email.
- Must have the ability to learn quickly.
- The candidate has a sense of urgency and takes pride in their work.
- Must be comfortable in a team environment.
- Must have the ability to articulate solutions to customer service issues.
- Self-motivated and goal oriented
- Strong organizational, time management and follow-through skills
- Highly proficient in the basic of Microsoft Excel and Word
- Excellent communication skills both written and verbal
Nice To Haves
- Insurance carrier experience is not required but preferred
- Undergraduate degree (Preferred, but not required)
- Desire to continually learn new products and services
Responsibilities
- Manage broker and client relationships
- Gain knowledge of insurance products
- Provide prompt, efficient, high-quality service
- Manage customer service box for incoming service requests
- Basic platform maintenance (Divisions/Contact/Salary Updates)
- Basic coding enrollments/special enrollments
- Set up scheduled reports for groups
- Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison)
- Correcting plan administrator mistakes in Ben Admin platform
- Support the Renewal Specialist for reporting and system updates
- Routing Billing inquiries/information about bills to correct parties
- Billing updates/research into billing discrepancy reports
- Policy exception requests for retro premium
- Gathering information from the broker for group termination requests and submitting to carriers
- Commissions questions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
