Account Manager

4 days ago

Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
{"Job Title": "Account Executive", "Job Summary": "At Oakbridge Insurance Agency LLC, we are seeking a highly skilled Account Executive to join our team. As an Account Executive, you will work closely with a senior producer to manage their book of business, oversee client relationships, and facilitate the sales and administrative processes for Employee Benefits clients.", "Key Responsibilities": "
  • Manage all aspects of the existing Employee Benefits book of business to ensure complete client satisfaction and fulfillment of all coverage and service commitments made by the producer and agency.
  • Assist the producer in achieving new business and retention goals. Proactively seek new lines of coverage for current and prospective clients and act on cross-sell opportunities.
  • Conduct reviews of existing plans and coverages for new clients to ensure proper alignment with client needs.
  • Oversee the renewal marketing process by coordinating with the producer to develop proposals and recommendations, negotiating renewals with carriers, and delivering recommendations to clients or accompanying the producer 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 the producer.
  • 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. Attend relevant seminars, classes, and carrier meetings.
  • 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.
", "Job 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.
", "Company Overview": "Oakbridge Insurance Agency LLC is a leading provider of Employee Benefits solutions. We are committed to delivering exceptional service and expertise to our clients.", "How to Apply": "If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.", "Contact Information": "For more information, please contact us at [insert contact information]."}

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