Employee Benefits Account Manager

Core Duties

• Handle mundane tasks associated with an Account Management role.
• Assign a block of small employee benefits account business with a targeted book of $350,000 to $500,000 revenue range.
• Be the main point of contact to the client, responsible for day-to-day servicing of accounts.
• Maintain and retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals.
• Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants.
• Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures.
• Manage retention of policies.
• Promote growth of existing book through account rounding and new business.
• Adhere to Patra Benefits Servicing Standards for all aspects of managing book of business.
• Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc.
• Utilize India team for all workflows in place.
• Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required.
• Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day.
• Stay abreast of current market conditions and technical knowledge of products and tools available for small group employee benefits.
• Use deductive reasoning and critical thinking in work processes and communication skills.
• Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.
• Maintain a paperless workflow.

Requirements

• 3 to 5+ years of Employee Benefit Retail Insurance Experience.
• Active Life & Health Insurance License.

Skills and Abilities

• Proficiency with core Benefits insurance coverages.
• Demonstrated ability to communicate effectively and professionally with clients and internal staff.
• Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail.
• Maintain the highest level of confidentiality.
• Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required.
• Exhibit a high level of energy and teamwork orientation.
• Self-starter, highly detailed, and superior organizational skills.
• Understand customer challenges and partner with them to find solutions.
• Excellent verbal and written communication skills.
• Excellent computer/internet/Microsoft skills.
• Patience and eagerness to be culturally effective with offshore (India based) employees.