Insurance Account Manager

2 days ago


Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Summary

The Account Executive plays a pivotal role in managing the Employee Benefits book of business, fostering strong client relationships, and driving sales and administrative processes. This position requires a strong understanding of Employee Benefits plans, carrier guidelines, and compliance regulations.

Key Responsibilities:

  • Manage the existing Employee Benefits book of business to ensure complete client satisfaction and fulfillment of all coverage and service commitments.
  • Collaborate with senior producers to achieve new business and retention goals, identifying cross-sell opportunities and proactively seeking new lines of coverage for current and prospective clients.
  • Conduct reviews of existing plans and coverages for new clients to ensure proper alignment with client needs.
  • Oversee the renewal marketing process, coordinating with producers to develop proposals and recommendations, negotiating renewals with carriers, and delivering recommendations to clients or accompanying producers for presentations.
  • Manage the implementation process of new business and renewals, including renewal meetings, onboarding, and delivery of administrative resources.
  • Build and maintain relationships with key client contacts under the direction of senior producers.
  • Assist with obtaining reports and meeting with clients regarding claims, risk management, and employee benefits compliance, conducting monthly or quarterly check-ins as needed.
  • Maintain relationships with carrier representatives, staying up to date on new products, procedural changes, and market trends.
  • Collaborate with the Proactive Services Team to ensure clients receive appropriate services, including creating and delivering Proactive Services schedules for clients.
  • Keep clients informed on compliance requirements and industry changes through meetings, webinars, legislative updates, and other available resources.
  • Act as the liaison between the client, carrier, and internal staff on escalated service issues, ensuring concerns are resolved efficiently and effectively.

Requirements:

  • Ability to plan, organize, implement, monitor, and adapt within a team-oriented environment.
  • Strong interpersonal and communication skills.
  • Excellent customer service, organizational, and time management abilities.
  • Proficiency in Microsoft Office applications.

Preferred Education & Experience:

  • Minimum of 5 years in client service and/or sales, preferably in Employee Benefits.
  • 2 or more years of experience in underwriting, sales, or account servicing in Employee Benefits.
  • Strong knowledge of Employee Benefits plans, carrier guidelines, compliance regulations, and legislative changes.


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