Employee Benefits Account Manager II

Description

Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.

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

Responsibilities include:

· Maintaining direct communication and relationships with insureds.

· Obtaining updated underwriting information from clients when necessary.

· Reviewing policies and entering information in a database system.

· Performing open enrollment meetings and assisting clients in enrollment paperwork for employees.

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

· Maintaining conducive relationship with insurance carriers.

· Preparing ERISA wrap documents.

· Coordinating with Technology & Benefits Department to support client enrollment needs when applicable.

· Maintaining Producer 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.

· Handling complex policy issues and finding resolution without Producer/Service Manager involvement.

· Working with the Marketing Department 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.

 #LI-DNI  

Requirements

Supervisory Responsibilities

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

Competencies

To perform the job successfully, an individual should demonstrate the following competencies: Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data. Continuous Learning - Seeks feedback to improve performance; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others. Use of Technology - Adapts to new technologies; uses technology to increase productivity. Design - Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; works well in group problem solving situations. Project Management - Communicates changes and progress. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; responds to requests for service and assistance; meets commitments. Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods. Cooperation - Establishes and maintains effective relations; offers assistance and support to co-workers; works actively to resolve conflicts. Managing Customer Focus - Promotes customer focus; establishes customer service standards. Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. Teamwork - Contributes to building a positive team spirit; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information. Delegation - Delegates work assignments; sets expectations and monitors delegated activities. Quality Management -