Employee Benefits Account Manager

About the role

The Employee Benefit Account Manager assists clients with service needs, makes changes to existing accounts, and meets marketing responsibilities. The EB Account Manager will maintain service and sales delivery standards and perform essential functions to ensure the quality and service standards developed by the agency are provided to its clients.

Responsibilities

• Responsible for marketing new and renewal accounts at the direction of the producer
• Ensure 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 loss 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
• Review and verify correct rates and premiums for requested coverage on new and renewal accounts
• Develop agency relationships with existing companies
• Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines; invoice premium transactions as they occur
• Maintain an effective 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)
• 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; assist the client in resolving