Account Manager I

Benefits

At our agency, we offer a comprehensive benefits package to help attract & retain employees.

Responsibilities

• Manages overall relationship with clients ensuring retention of the book of business and high satisfaction
• Marks renewals and new business
• Selects markets for solicitation
• Analyzes market proposals for verification of benefits, premiums, and competitiveness
• Aids the broker in the design and preparation of marketing and presentation materials
• Meets with clients for proposal delivery or open enrollment meetings and explanation as needed or directed by the broker
• Aids clients with changes, questions, and billing and claim issues

Requirements

• Employee Benefits account management experience and knowledge of standard lines of insurance
• Excellent oral & written English communication
• Professionalism
• Highly proficient in computer applications and Microsoft Office software, with a strong emphasis on Microsoft Excel
• Ability to work independently and within a team with a strong sense of urgency to meet established goals
• Excellent organizational skills