Benefits Account Manager - Self-Funded Experience

INSZONE INSURANCE SERVICES LLCTulsa, OK
$20 - $32Onsite

About The Position

The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services. NOTE: This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations. This is a full-time, onsite role.

Requirements

  • Experience supporting the sale of employee benefits
  • Ability to successfully manage different projects and tasks in a fast-paced environment.
  • Current license required.
  • Ability to pick up new things rapidly.
  • Ready to use and learn technology, as we work in a variety of portals and software programs.
  • Ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
  • Ability to plan and operate in a well-organized manner.
  • Ability to incorporate well with the existing team, as well as maintain a positive attitude and good energy in the workplace.
  • Active license appropriate to the line of business is required.

Nice To Haves

  • Cross-training opportunities will be available for life insurance, annuities, and long-term care.

Responsibilities

  • Process policy changes and respond to enquiries with the utmost professionalism and timeliness
  • Answer client’s questions regarding payments and notices.
  • Process endorsements for clients.
  • Manage a diverse book of house accounts.
  • Cross-sell additional lines of business to existing customers.
  • Support designated staff.
  • Review and respond to renewal activities.
  • Follow up and see tasks thru to completion.
  • Always protect the best interest of both the company and the customer.

Benefits

  • Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
  • Health Savings Account, Short-Term and Long-Term disability options
  • Paid time off, accrued paid sick days and time off to devote to your favourite charity
  • Paid Holidays, including the day after Thanksgiving
  • 401K retirement program with company contribution matching
  • Access to our Employee Assistance Program
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