INSURICA
Employee Benefits Senior Account Manager
Join to apply for the
Employee Benefits Senior Account Manager
role at
INSURICA .
Job Summary The Employee Benefits Senior Account Manager will assist clients with service needs, updating existing accounts as needed, consistently maintaining established quality and service standards. The EB Senior Account Manager is also responsible for service and marketing activities related to new and existing clients.
Job Functions
Check new and renewal policies, endorsements, and audits for accuracy in rating, content, coverage, signatures, and input data per guidelines
Maintain own suspense file on outstanding orders, correspondence, reports and follow up on overdue and suspense items; maintain expiration control log
Maintain contact with clients as necessary, including calling on customers (i.e., Enrollment meetings)
Set up open enrollment meetings with the customers, as well as any carrier reps that are needed, and be responsible for all coordination
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (includes Newsletter)
Respond to phone calls from clients and companies and comply with the request and or refer to the producer; help the client resolve claim problems
Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution
Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business
Handle daily correspondence on time
Maintain a weekly log of new business submitted, quotes issued, and policies written, with information coordinated with management using agency reporting systems
Marketing new and renewal accounts, in collaboration with the producer, or on their own if the producer is unavailable
Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review experience
Keep a record of each account marketed, the carriers used, and the current status
Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets; attend carrier seminars to bolster continuous learning and share with the team upon return
Check or determine correct rates and premiums for requested coverage on new and renewal accounts
Develop and expand agency relationships with existing companies
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
5-7 Years of previous employee benefits experience preferred
4 Year degree preferred
CPCU, CIC, or Life Insurance Industry designation(s) preferred
Knowledge, Skills, and Abilities
Through an understanding of employee benefit insurance markets
Thorough understanding of financial services, underwriting, and coverage
Ability to demonstrate solid negotiation skills
Ability to perform contract review and coverage analysis
Strong computer skills with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, PowerPoint, etc.)
Ability to effectively utilize Agency Management systems
Strong compliance knowledge of ACA, HIPAA, COBRA, and complex HR issues
Ability to work within a fast-paced, changing-priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Working Conditions
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
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
Ability to travel to client/customer destinations - occasionally overnight
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Sales and Business Development
Industries: Insurance
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Join to apply for the
Employee Benefits Senior Account Manager
role at
INSURICA .
Job Summary The Employee Benefits Senior Account Manager will assist clients with service needs, updating existing accounts as needed, consistently maintaining established quality and service standards. The EB Senior Account Manager is also responsible for service and marketing activities related to new and existing clients.
Job Functions
Check new and renewal policies, endorsements, and audits for accuracy in rating, content, coverage, signatures, and input data per guidelines
Maintain own suspense file on outstanding orders, correspondence, reports and follow up on overdue and suspense items; maintain expiration control log
Maintain contact with clients as necessary, including calling on customers (i.e., Enrollment meetings)
Set up open enrollment meetings with the customers, as well as any carrier reps that are needed, and be responsible for all coordination
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (includes Newsletter)
Respond to phone calls from clients and companies and comply with the request and or refer to the producer; help the client resolve claim problems
Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution
Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business
Handle daily correspondence on time
Maintain a weekly log of new business submitted, quotes issued, and policies written, with information coordinated with management using agency reporting systems
Marketing new and renewal accounts, in collaboration with the producer, or on their own if the producer is unavailable
Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review experience
Keep a record of each account marketed, the carriers used, and the current status
Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets; attend carrier seminars to bolster continuous learning and share with the team upon return
Check or determine correct rates and premiums for requested coverage on new and renewal accounts
Develop and expand agency relationships with existing companies
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
5-7 Years of previous employee benefits experience preferred
4 Year degree preferred
CPCU, CIC, or Life Insurance Industry designation(s) preferred
Knowledge, Skills, and Abilities
Through an understanding of employee benefit insurance markets
Thorough understanding of financial services, underwriting, and coverage
Ability to demonstrate solid negotiation skills
Ability to perform contract review and coverage analysis
Strong computer skills with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, PowerPoint, etc.)
Ability to effectively utilize Agency Management systems
Strong compliance knowledge of ACA, HIPAA, COBRA, and complex HR issues
Ability to work within a fast-paced, changing-priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Working Conditions
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
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
Ability to travel to client/customer destinations - occasionally overnight
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Sales and Business Development
Industries: Insurance
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