Employee Benefits Account Manager

INSURICA, Inc•Lawton, OK

1d•Onsite

About The Position

The Employee Benefit Account Manager assists clients with service needs, makes changes to existing accounts, and meets marketing responsibilities. The EB Account Manager will maintain service and sales delivery standards and perform essential functions to ensure the quality and service standards developed by the agency are provided to its clients.

Requirements

2 - 4 Years of previous life/benefits experience preferred
State-issued life and health insurance license, or the ability to quickly obtain the required
Bachelor’s degree preferred
Applicable professional insurance designations (CPCU, CIC, etc.) preferred
Thorough knowledge of insurance markets
Ability to travel both locally and overnight, as needed
Strong PC skills with the ability to effectively utilize Agency management systems
Thorough understanding of financial services underwriting and coverages,a nd be able to interpret abstract information
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as

Nice To Haves

Bachelor’s degree preferred
Applicable professional insurance designations (CPCU, CIC, etc.) preferred

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
Keep a record of each account marketed, the carriers used, and the current status
Stay informed as to market availability, 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
Develop agency relationships with existing companies
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 an effective suspense file on outstanding orders, correspondence, reports, and follow up on overdue and suspense items; maintain expiration control log
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 (includes Newsletter)
Respond to phone calls from clients and companies and comply with the request and/or refer to the producer; assist the client in resolving claim issues
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
Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
Process all daily mail in a timely manner
Maintain a weekly log of new business submitted, quotes issued, and policies written, which will be coordinated with management using agency reporting systems
Participate in seminars and other training to maintain required licenses and for knowledge and skill development.