Benefits-Group Account Manager

2 weeks ago


Media, Pennsylvania, United States ECBM, LP Full time
About ECBM

ECBM is a family-owned and operated insurance broker and consulting firm located in Media, PA. We specialize in high-risk industries that demand dedicated, client-focused broker services in Commercial Insurance, Workers' Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance.

Founded in 1970, our top priority is people- our clients, and employees. As a privately-owned business, our motto has always been: "No Shareholders, Just Transparency."

ECBM operates based on three core values: Empathy, Energy, and Tenacity. We evaluate every team member based on these core values, as they must possess Empathy to prioritize our clients, Energy to deliver the service we expect, and Tenacity to go the extra mile to resolve our clients' issues.

Aside from serving our clients, we are committed to supporting our employees. Recognized as a Best Place to Work in Insurance for the past eight years, the average tenure of our staff is 11 years.

About the Role

ECBM is seeking a Benefit-Group Account Manager to join our Group Benefits Department. This role reports to the Director of Group Benefits.

The selected individual will manage assigned clients by handling existing business and facilitating new business, all while fostering client loyalty through adherence to ECBM service standards, providing solutions, and maintaining a positive attitude towards client needs. The Benefit-Group Account Manager plays a crucial role in providing efficient and effective customer service to clients, working closely with the Account Associate on a day-to-day basis.

Responsibilities
  • Ensure timely processing of additions, terminations, and changes.
  • Handle COBRA transactions as needed.
  • Address fully insured customer requests promptly.
  • Promote ongoing client loyalty.
  • Maintain knowledge of IRS qualified legal life events and regulations.
  • Manage census data and marketing census creation.
  • Supervise Associate in auditing client invoices and open enrollment carrier invoices.
  • Update O Drive with essential carrier documents and information.
  • Provide Employee Navigator reporting and maintain client carrier details.
  • Contribute to preparing RFPs and fully insured renewals.

Additionally, set up new business, establish effective relationships with insurance representatives, stay informed on product knowledge updates, and communicate essential client activities to management.

Respond to quality management initiatives, assist in reducing E & O exposures, support various departments and associates upon request, and participate in special projects per management directives.

Education & Experience

  • Required licenses
  • Knowledge of Group Benefit Products
  • Minimum five (5) years of insurance experience
  • Proficiency in computer operations
  • Strong ability to accurately handle high transaction volumes in a customer service setting
  • Exceptional communication and customer service skills.
Benefits
  • Competitive compensation
  • Comprehensive Health and Welfare Programs, including Medical, Dental, and Vision Insurance
  • Retirement and Income Protection Programs, such as a 401k plan
  • Work/Life Balance with PTO, Holidays, and remote work options
  • Opportunities for Career Advancement


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