Account Manager-Employee Benefits Specialist
6 days ago
As an Account Manager-Employee Benefits, you will be responsible for servicing a designated book of business related to marketing, claims, and administration. You will respond to client inquiries, maintain documentation of communications, existing issues, and issue resolutions. Additionally, you will support the implementation of new lines of coverage by setting up accounts, collecting necessary documentation, and reviewing plan details with clients and carriers.
Key Responsibilities:
• Gather and compile exposure information from clients, including loss-run schedules and client stratifications
• Request and collect quotes (new and renewal) from carriers
• Audit quotes, binders, and endorsements and make requests for changes as needed
• Process audits and create audit analysis for clients
• Receive policies, then update and complete policy checks to ensure completeness
• Update specifications, applications, and summary information to reflect changes during the year
• Monitor receipt of quotes from carriers once submitted and negotiated by more senior staff
• Bind coverage under the direction of the Unit Manager/Account Executive
• Inform clients of any and all changes that may affect insurance premiums or coverage
• Gather and compile information for new business opportunities
• Input client information into data management systems, ensuring accuracy and completeness
• Generate materials for client presentations and meetings
• Create and send compliance communications as needed
• Issue and process client invoicing
• Engage with producers and accounting departments to determine action plans and assist in collection efforts or billing discrepancies
Requirements:
• Bachelor's degree in Business Administration or related field and/or years of experience equivalent
• Typically three to seven years of client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States
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