Career Posting
EBD Account Manager
We are seeking an Account Manager to join our Employee Benefits team.
Responsible for the completion of all service and marketing activities for assigned Employee Benefit accounts in accordance with the objectives and procedures outlined for the department; as delegated by Account Executive, Client Service Executive, or Department Manager, responsible for reporting the status of assigned tasks to Account Executive or Client Service Executive.
Responsible for assisting with the marketing process, as delegated by the Account Executive, Client Service Executive, or Department Manager, for all assigned prospects, new and renewal accounts; this process includes census gather, RFP preparation (Request for Proposal), carrier submission and follow up, analysis of carrier proposals and preparation of the sales proposal.
Assists Account Executive or Client Service Executive in the review and correction of policies, agreements and amendments, as requested. Prepare sales proposal for assigned prospects, new and renewal accounts; ensuring accuracy on rates, provisions, etc. Prepares communication and enrollment materials for Employee meetings following "green" procedures. Responsible for providing daily customer service to assigned clients, responding to inquiries promptly and professionally. Work with Account Executive, Client Service Executive, or Senior Account Manager for resolution of high-level service issues.
Follow up in writing/email with final resolution and document file, as necessary. Maintains an overall awareness of each assigned client’s programs and status of issues. Maintains status of work in databases for assigned accounts. Fosters positive professional relationships with assigned clients; maintains professional relationships with insurance carriers and vendors.
Delegates projects such as proposals, census, and other projects to Account Coordinator or Sales & Service Coordinator for completion as needed.
Review and correct policies, agreements and amendments. May be completed with delegation to Account Coordinator.
May be required to attend Employee Benefit Fairs.
Performs other specific duties as assigned.
Obtains and maintains appropriate insurance agent’s license within 6 months of hire.
Pursues programs of personal & professional development as approved.
High school education plus 2 or more years of related experience in an insurance company or agency, or equivalent training and/or experience. Some college level course preferred. Excellent oral and written communication skills.
Pursuit of professional designation is preferred.
Excellent organizational multi-tasking and prioritizing skills, along with remaining flexible. Proficiency in performing arithmetic calculations including premiums and contributions. Ability to comprehend technical insurance policy and contract language. Ability to accomplish the described duties through the use of appropriate computer and general office equipment including proficiency with Microsoft Word, PowerPoint, Excel and agency management system. Excellent analytical skills including the ability to evaluate and compare health, life, disability and reinsurance policies and contracts.
Apply for this position online