Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.

80%

Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings

Responsibilities include:

• Maintaining direct communication and relationships with insureds.
• Obtaining updated underwriting information from clients when necessary.
• Reviewing policies and entering information in a database system.
• Performing open enrollment meetings and assisting clients in enrollment paperwork for employees.
• Maintaining agency management database with current information and ordering corrections as necessary.
• Maintaining conducive relationship with insurance carriers.
• Preparing ERISA wrap documents.
• Coordinating with Technology & Benefits Department to support client enrollment needs when applicable.
• Maintaining Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
• Maintaining compliance with all Employee Benefit service standards and procedures.
• Handling complex policy issues and finding a resolution without Producer/Service Manager involvement.
• Working with the Marketing Department and clients for the purpose of gathering marketing data.
• Seeking opportunities for potential upselling of accounts.
• Coordinating with Renewal Marketer when applicable.

10%

Teamwork

Works together with the team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with the Producer to discuss the execution of strategies. Assists in training new team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by the Manager.

10%

Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Supervisory Responsibilities

Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants.

Education and/or Experience

At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience.

Certificates, Licenses, Registrations

Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.