Employee Benefits Account Manager
Core
Account Manager serving as primary point of contact for clients, developing coverage strategies, and managing routine account transactions including quotes, policies, claims, and renewals.
Role type
Individual contributor Account Manager
Builds
Customized insurance and benefits solutions for businesses and individuals
Domain
Insurance and Employee Benefits
Required skills
Active Health & Life License, coverage strategy development, account transaction management, claims support, policy review, data accuracy maintenance, industry trend analysis, underwriting requirements knowledge, policy provisions knowledge
Preferred skills
Applied Systems / EPIC experience, Employee Navigator experience, CPCU certification, special training course completion
Technologies
Applied Systems / EPIC, Microsoft Word, Outlook, Excel
Responsibilities
Service accounts including quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, and correspondence; Respond to client inquiries and company requests; Develop coverage strategies and plans; Insurance marketing and sales; Collect renewal data; Review new/renewal policies and endorsements; Maintain accuracy of client data in agency management system; Document all activities in agency management system; Keep Producers informed of important account activities; Keep current with industry trends and license compliance; Maintain knowledge of current underwriting requirements and policy provisions
Seniority
Individual contributor, 2+ years experience