Job Description

80% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.

•Maintaining direct communication and building relationships with insureds.

•Obtaining updated underwriting information from clients when necessary.

•Reviewing policies and entering information in a database system.

•Assisting in open enrollment meetings and assisting clients in enrollment paperwork for employees.

•Maintaining agency management database with current information and ordering corrections as necessary.

•Building relationships with insurance carriers.

•Developing Producer, Director of Account Services and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.

•Maintaining compliance with all Employee Benefit service standards and procedures.

•Servicing of assigned accounts with minimal Producer/Service Manager direction.

•Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.

•Coordinating with Technology and Benefits Department to support client enrollment needs when applicable.

•Prepare ERISA wrap Documents.•Working with marketing and clients for the purpose of gathering marketing data.

•Seeking opportunities for potential up selling of accounts.•

Coordinating with Renewal Marketer when applicable.

10% Teamwork

•Works together with team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with Producer to discuss execution of strategies. Assists in training new team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.

10% Determination

•Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Supervisory Responsibilities

•Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning, and directing work to Assistants.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is responsible for adherence to the stated expectations of the Management Program.

Language Skills

•Ability to read, analyze, and interpret complex documents, such as insurance policies. Ability to respond effectively to inquiries or service issues from company personnel and/or clients.

Mathematical Skills

•Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability

•Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues with minimal Producer/Service Manager involvement.

•To perform this job successfully, an individual should have knowledge of Database Software, Internet software, Spreadsheet Software, and Word Processing Software.

Education and/or Experience

•At least three years related insurance experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience.

Certifications

•Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.