Employee Benefits Account Manager

16 hours ago


Houston, Texas, United States INSURICA Full time
Job Title: Employee Benefits Account Manager

At INSURICA, we are seeking a highly skilled and motivated Employee Benefits Account Manager to join our team. As an Employee Benefits Account Manager, you will be responsible for assisting clients with service needs and making changes to existing accounts, as well as meeting marketing responsibilities.

Key Responsibilities:
  • Market new and renewal accounts at the direction of the producer
  • Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements
  • Keep a record of each account marketed, the carriers used, and the current status
  • Stay informed as to market availability and competitive markets used by others
  • Review and verify correct rates and premiums for requested coverage on new and renewal accounts
  • Develop agency relationships with existing companies
  • Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines
  • Maintain an effective suspense file on outstanding orders, correspondence, reports, and follow-up on overdue and suspense items
  • Maintain contact with clients as necessary, including calling on customers
  • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
  • Respond to phone calls from clients and companies and comply with the request and/or refer to the producer
  • Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines
  • Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business
  • 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
  • Maintain a weekly log of new business submitted, quotes issued, and policies written
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Requirements:
  • 2-4 years of previous life/benefits experience preferred
  • State-issued life and health insurance license, or the ability to quickly obtain required
  • Bachelor's degree preferred
  • Applicable professional insurance designations (CPCU, CIC, etc.) preferred
Working Conditions:
  • Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
  • Occasional local and out-of-town travel less than 15%
  • Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
  • Ability to lift up to 20 pounds occasionally
  • Requires operation of a computer workstation, including keyboard and video display
  • All requirements may be modified to reasonably accommodate physical or mental impairment


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