Group Benefits Account Manager

4 days ago

Bethlehem, Pennsylvania, United States Seltzer Group Partners Full time
About Seltzer Group Partners

We are a leading insurance agency that offers businesses and individuals the best insurance programs available. Our mission is to change the way our clients view insurance and manage risk.

Job Summary

We are seeking a highly motivated and experienced Group Benefits Account Manager to join our team. As a Group Benefits Account Manager, you will be responsible for servicing an assigned benefits book of business, developing and maintaining relationships with clients, and collaborating with the sales team to develop renewal and retention plans.

Responsibilities
  • Service an assigned benefits book of business, both small group and mid-market
  • Represent the Agency in a professional, ethical and courteous manner consistent with the Agency image
  • Develop and maintain relationships with clients to retain business
  • Responsible for retention goal of 98%
  • Receive and return calls in a professional, timely and courteous manner, provide a positive client experience
  • Document each customer interaction in agency management system
  • Collaborate with the sales team to develop renewal and retention plan
  • Gather information and quote applicable carriers through rating software
  • Enter data into agency management system as needed for each client
  • Prepare applications, obtain signatures, and issue policies as directed
  • Maintain confidentiality of company and client information
  • Minimal travel to clients may be required
  • All other duties, responsibilities or activities as assigned by management
Qualifications
  • High School diploma required; Associate or Bachelor's degree preferred
  • Minimum of 3 years of related group benefits account management experience
  • Pennsylvania Life and Health Insurance license required
  • Understanding of insurance coverage forms, carrier products and company underwriting guidelines
  • Knowledge and ability to use individual company software and programs to quote policies when required
  • Skilled use of carrier rating platforms
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Experience with an agency management system, preferably Applied Epic, and Employee Navigator
  • Active desire to pursue learning through education
  • Demonstrate persistence and ability to overcome obstacles
  • Self-motivated to set and achieve goals
  • Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products
  • Ability to manage one's own time
  • Ability to organize, plan and prioritize workload
  • Ability to take direction and work both independently and as part of a team
  • Strong oral and written communication skills
  • Ability to listen and speak effectively to others
  • Adhere to agency guidelines for placing business
Benefits
  • Competitive Compensation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid time off
  • Paid Holidays

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