Account Manager

Responsibilities

• Manages the overall team operations, client coordination, and customer service delivery.
• Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
• Affords Producers and Account Executives with Client service commitments.
• Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
• Fulfills the role of the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
• Manages the new business and renewal process, as well as oversees day to day client changes.
• Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals
• Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
• Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
• Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
• Reviews quotes for accuracy against supporting documents.
• Negotiates additional coverage/price with the underwriter.
• Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
• Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.

  Requirements

  • Current Insurance License in Health & Life for the state in which your agency office is located.
  • Ability to work toward professional designation.
  • Experience with Self-Funded plans.
  • Must be comfortable in an electronic environment with strong computer skills.
  • Strong working knowledge of Word, PowerPoint, and Excel.
  • Excellent people skills and ability to work well in a team environment.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.

  Qualifications

  • High school diploma (college preferred)
  • Bachelor’s Degree in a Business or related field OR equivalent relevant experience
  • A minimum of 3 years' experience within the insurance industry or business-related experience

  Skills

  • Client Services
  • Insurance Processing
  • Customer Experience Delivery

  Benefits

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.