Employee Benefits Account Manager

Securance Corporation Agency•Houston, TX

3d•Onsite

About The Position

The Benefits Account Manager is expected to manage a book of assigned large benefit group accounts. This involves responsibility for every aspect of an account, from daily servicing, ID cards, assisting with claims, handling new business and renewals, marketing of policies, and preparation of quotes and proposals from carriers. It is imperative that the Account Manager has the ability to work in our Agency Management System as instructed efficiently; as well as clearly communicating with the clients and producers.

Requirements

Life & Health Texas Agent License, required
Minimum of 2 years proven work experience with large Benefits Administration, Employee Benefits, and Insurance groups
Strong customer service and account management skills
Solid written and verbal communication skills
Ability to pay close attention to detail, multitask, and prioritize effectively
Good understanding of Microsoft Office Suite; especially Excel
Availability to commute on-site during the hours of 8am- 4:45pm; Mon-Fri

Nice To Haves

Applied Epic, a plus
Employee Navigator, a plus

Responsibilities

Responsible for marketing new and renewal accounts at the direction of the producer
Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review loss experience
Stay informed as to market availability, and competitive markets used by others, and continuously expand knowledge of markets
Review and verify correct rates and premiums for requested coverage on new and renewal accounts
Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines; invoice premium transactions as they occur
Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
Respond to phone calls from clients and companies and comply with the request and/or refer to the producer
Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
Maintain a weekly log of new business submitted, quotes issued and policies are written., which will be coordinated with management using agency reporting systems