Benefits Associate Account Manager
Core
Manage assigned insurance client portfolios, handling renewals, policy administration, certificates, and endorsements while building relationships with clients and carriers.
Role type
Account Manager (Commercial Insurance)
Builds
Insurance client accounts and service delivery
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Insurance servicing, policy administration, client relationship management, data entry, state insurance guidelines knowledge, problem-solving
Preferred skills
Life & Health insurance licensing, offshore team coordination, process improvement
Technologies
Agency management systems, document management systems, carrier rating websites, Microsoft applications
Responsibilities
Manage renewal lifecycle including applications, quotes, and binders; Process policy endorsements, coverage changes, and certificate requests; Provide responsive customer service via phone, email, and mail; Maintain accurate client and policy information in systems; Coordinate with offshore support teams; Advise clients on policy coverages and exclusions; Identify process improvements to increase efficiency.