Account Manager II - Benefits

Pay Range: $22.35 - $31.28

Under limited supervision, performs customer service and sales by responding to telephone, written, and face-to-face communications from individual and allbusiness markets internal andexternal customers. Serves as the customer's advocate by facilitating communications between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or Producer to identify potential coverage gaps and recommends best offering to customer and/or Business Development Manager/Producer. Adheres to department procedures and guides to ensure accurate responses and customer satisfaction. Some degree of travel may be necessary.

Education and Experience:

• Associate degree and 4-years relevant work experience or equivalent combination of education and experience required
• Bachelor degree preferred
• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 6 months of hire

Skills and Abilities:

• Demonstrated excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;
• Proficient in ability to analyze varied data, research problems and make sound decisions using own judgement, manuals, and available resources;
• Demonstrated ability to work independently and in groups;
• Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus on quality;
• Demonstrated proficiency in Microsoft Office;
• Demonstrated proficiency in effective quoting, proposing and binding of coverage;
• Demonstrated proficiency in effective use of a management system and technology tools
• Demonstrated ability to comprehend and comply with department workflows and guidance
• Demonstrated knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements
• Ability to travel regionally on occasion

Tasks Performed:

• 50% Identify small business and middle market customer issues or concerns within assigned book of business by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
• 40% Process within the agency management system and/or carrier websites service and sales workload assigned following department and agency procedures. Ensure system documentation and all written communication to the customer is professional, thorough, concise, and free of typographical errors.
• 5% Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency
• 5% Perform other duties as assigned

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k)