Employee Benefits Account Manager

20 hours ago


Houston, Texas, United States INSURICA Full time
Job Summary

The Employee Benefits Account Manager plays a crucial role in assisting clients with service needs and making changes to existing accounts, while also meeting marketing responsibilities.

Key Responsibilities
  • Assist clients with service needs and make changes to existing accounts
  • Meet marketing responsibilities
  • Maintain service and sales delivery standards
  • Perform essential functions to ensure quality and service standards
  • Review and verify correct rates and premiums for requested coverage
  • Develop agency relationships with existing companies
  • Maintain contact with clients as necessary
  • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
  • Respond to phone calls from clients and companies
  • Process and follow up on cancellation requests to carriers
  • Refer current and prospective clients to the Commercial and Personal Lines Department
  • 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
Requirements
  • 2-4 years previous life/benefits experience preferred
  • State-issued life and health insurance license, or the ability to quickly obtain required
  • Bachelors degree preferred
  • Applicable professional insurance designations (CPCU, CIC, etc.) preferred
Working Conditions

The Employee Benefits Account Manager will work in a fast-paced, multi-tasking office environment with periodic high disruption and changing priorities.

Occasional local and out-of-town travel less than 15% is required.

The position requires approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently.

Lifting up to 20 pounds occasionally is also required.

The position requires operation of a computer workstation, including keyboard and video display.



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