Insurance Account Manager

2 weeks ago

Greenville, South Carolina, United States IMA Financial Group Full time
Job Summary

The Client Executive is responsible for delivering exceptional service to clients, collaborating with the Producer as needed, developing in-depth knowledge of client accounts, and serving as a liaison between clients and other departments. This role requires a strong ability to cultivate and nurture meaningful relationships with current and prospective clients, as well as internal and external referral sources.

Key Responsibilities
  • Cultivate and maintain strong relationships with clients through regular communication, including phone, email, and in-person interactions.
  • Develop and present the IMA value proposition to current and prospective clients, highlighting capabilities and benefits.
  • Market renewals and new business opportunities, working closely with the Producer as needed.
  • Prepare and present benefits analysis and proposals to clients, ensuring a clear understanding of options and recommendations.
  • Direct the work of the Client Associate and Client Advisor as needed, providing guidance and support.
  • Conduct benefits presentations for clients' employees through coordinated annual enrollment meetings.
  • Stay up-to-date on insurance coverages, available markets, carrier eligibility requirements, and underwriting guidelines.
  • Explain complex insurance concepts to clients in a clear and concise manner, tailoring communication to meet their needs.
  • Take ownership of the retention and growth of assigned client accounts.
  • Identify and offer technology solutions to clients, facilitating payment and providing value-added benefits.
  • Resolve escalated client issues, including eligibility, enrollment, and claims inquiries.
  • Ensure all carrier submissions are complete and accurate, working with clients, carriers, and the Client Advisor to provide a positive experience.
  • Maintain a service calendar and ensure timely completion of milestones.
  • Communicate compliance and regulatory changes to clients, ensuring adherence to relevant regulations.
  • Keep all current and historical information up-to-date in the agency management system.
  • Maintain accurate records in agency technology platforms, such as Zywave and HR360.
  • Handle PHI securely in accordance with HIPAA guidelines.
  • Stay current with industry knowledge and required licensing.
  • Collaborate with IMA staff, sharing information and time as needed to support business objectives.
Requirements
  • Hold and maintain a NC Insurance Agent license.
  • At least 7 years of Client Advisor experience or a Risk Management Degree with at least 5 years of Client Advisor experience.
  • Possess behavioral indicators for sales and leadership aptitude based on Predictive Index results.
  • Successful completion of an assessment demonstrating a firm understanding and ability to explain insurance coverage to clients.
  • Demonstrate superior written and verbal communication skills.
  • Be willing to be paid by a combination of salary and additional compensation based on team results.
Core Competencies
  • Models IMA Core Values.
  • Customer Focus: demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
  • Builds Collaborative Relationships: develops, maintains, and strengthens partnerships with customers, colleagues, adjusters, and carriers.
  • Thoroughness and Reliability: ensures work product is timely, accurate, and complete.
  • Clear and Persuasive Communication: expresses information and ideas clearly in both oral and written forms, informing, influencing, and persuading others.
  • Technical Expertise: demonstrates a depth of coverage knowledge and business acumen.
  • Professionalism: thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior, selecting the words or actions most likely to have the desired effect.

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