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Account Manager Property and Casualty Insurance
3 months ago
Account Manager Property and Casualty Insurance
- Competitive Pay
- Health and Welfare Programs Including Medical, Dental, and Vision Insurance
- Retirement and Income Protection Programs, including a 401k plan
- Work/Life Balance Including PTO, Holidays and Remote work opportunities
- Career Advancement Opportunities
- Overseeing associate and/or processing transactions with regards to processing all additions/terminations/changes in a timely fashion
- Ensuring Senior Account Managers, and/or Director of Group Benefits satisfaction
- Overseeing associate and/or processing transactions regarding COBRA as requested and required by law using the various COBRA vendors
- Handling all fully insured customer requests and questions in a timely fashion, to the customer's satisfaction
- Promoting ongoing client loyalty
- Having knowledge of IRS qualified legal life events, regulation, and processing time
- Knowing census data and how to create a marketing census
- Having knowledge of Zywave
- Overseeing Associate Responsible for Auditing all applicable client invoices
- Overseeing Associate Responsible for Auditing all open enrollment carrier invoices and transactions
- Overseeing Associate Responsible for updating Drive with carrier contracts, certificates, and billing
- Overseeing Associate Responsible for Weekly Employee Navigator reporting and applicable transactions
- Overseeing Associate Responsible for keeping client carrier and contact information updated
- Overseeing Associate with Monthly Newsletter Articles
- Preparing RFP
- Handling Fully Insured Renewals and renewal spreadsheets
- Retaining, in conjunction with the Group Benefits Producer, all assigned accounts, according to standards and procedures
- Setting up new business by processing applications, preparing necessary forms, scheduling all medical exams if necessary and creating customer file
- Following up with carrier for policy issuance and with client for policy delivery receipt requirements
- Property Casualty License
- Knowledge of Group Benefit Products
- Minimum of five (5) years of insurance experience
- Computer experience
- Ability to process high volume of transactions accurately in a customer service environment
- Excellent Communication and Customer Service skills
