Health & Benefits Account Manager

WIS&G•Turlock, CA

38d•$25 - $32•Onsite

About The Position

Directly responsible for the daily service requirements on assigned book of business including, but not limited to: Rating, quoting, and negotiating new and renewal business. Application processing and confirming approved coverage terms with client. Preparing and/or supervising proposal preparation for new and renewal clients. Billing, including the figuring of premiums and/or contributions on a quotation or as requested by employers. Reviewing and processing all applications, renewal requests, policies, policy updates and audits for accuracy. Maintaining automated files according to agency procedures. Monitoring past due accounts and contacting insured and/or producer as needed. Ordering reports, claims history, and other necessary documents, as required to service clients. Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client. Keeping producers informed of all-important activities on their accounts including being sensitive to potential problems and informing management. Keeping client records, spreadsheets, and summaries up to date. Obtaining expiration dates for policies not written by us to follow-up on and quote. Assisting in cross selling and account rounding. Assisting other account managers as needed, including taking calls from the client if the usual account manager is not available. Assist during client open enrollment meetings, as necessary. This may include presenting information to a client’s employees and enrolled dependents/families, either in conjunction with the producer and/or company representative, or alone. Assisting compliance manager with document preparation as needed, including IRS reporting. Complete other essential functions as assigned. Complete tasks according to Standard Operating Procedures.

Requirements

Excellent verbal and written communication skills.
Excellent interpersonal, sales and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Ability to function well in a high-paced and at times stressful environment.
Strong analytical and problem-solving skills.
Strong mathematical skills.
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
Proficient with Microsoft Office Suite or related software.
Knowledge of BenefitPoint, AMS360 and Health Connect.
High school diploma or equivalent.
Customer Service experience required
Thorough understanding of insurance industry, health underwriting, products and coverage.
Must be fully licensed as an Accident and Health Broker/Agent and Life Broker/Agent and license must be maintained. (Continuing education required)

Responsibilities

Rating, quoting, and negotiating new and renewal business.
Application processing and confirming approved coverage terms with client.
Preparing and/or supervising proposal preparation for new and renewal clients.
Billing, including the figuring of premiums and/or contributions on a quotation or as requested by employers.
Reviewing and processing all applications, renewal requests, policies, policy updates and audits for accuracy.
Maintaining automated files according to agency procedures.
Monitoring past due accounts and contacting insured and/or producer as needed.
Ordering reports, claims history, and other necessary documents, as required to service clients.
Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
Keeping producers informed of all-important activities on their accounts including being sensitive to potential problems and informing management.
Keeping client records, spreadsheets, and summaries up to date.
Obtaining expiration dates for policies not written by us to follow-up on and quote.
Assisting in cross selling and account rounding.
Assisting other account managers as needed, including taking calls from the client if the usual account manager is not available.
Assist during client open enrollment meetings, as necessary. This may include presenting information to a client’s employees and enrolled dependents/families, either in conjunction with the producer and/or company representative, or alone.
Assisting compliance manager with document preparation as needed, including IRS reporting.
Complete other essential functions as assigned.
Complete tasks according to Standard Operating Procedures.