Employee Benefits Account Manager Share LinkedIn Twitter Facebook Google Email

The Employee Benefits Account Manager (AM) is a highly dependable and motivated professional. The Account Manager will provide effective customer service, account management and renewal of assigned accounts as well as assist the Producer, Senior AM or Account Executive in servicing and marketing of group employee benefit insurance programs. AM handles own small group or self-funded accounts from time-to-time and able to assist SAM on strategic self-funded clients. The Account Manager meets agency standards by maintaining a positive attitude internally and externally, customer service focus, attention to detail, responsiveness and adaptability.

• Service clients and manage renewals of clients by telephone or traveling to customer site as needed, on issues such as, but not limited to, renewal of benefits, answering questions on benefits, eligibility, claims and conducting employee meetings, etc. Review completed data to ensure accurate completion of required documents.
• Perform customer service functions in a timely, courteous and professional manner on a day to-day basis, to include, but not limited to, responding to customer questions, researching/investigating insurance issues and problem solving as required. Prepare monthly and benchmarking reports for self-funded clients, as needed.
• Maintain accurate client files and input new or amended benefits on agency computer systems. Monitor all submissions for quotes, proposals, and applications until all initial material for customer and agency commission are received.
• Communicate in a timely, courteous and professional manner with Producer or Account Executive, clients, co-workers and insurance companies, to facilitate a productive environment and ensure proper administration of accounts, to include, but not limited to, rating and contract concerns, underwriting issues, claim situations, etc.
• Develop and present professional presentation materials for clients.
• Coordinate renewal of existing business and implementation of new business, to include, but not limited to: collecting information from the client/prospect; reviewing quotes; ensuring administrative paperwork and applications are complete; submitting applications to insurance company for final rates, if needed; ordering/preparing employee packets; review contracts; policies and booklets for accuracy.
• Maintain current knowledge of the marketplace.
• Other duties as may be assigned.

• Minimum 2 years experience
• College education or equivalent insurance experience
• 2-4 years employee benefits service experience
• Comprehensive knowledge of employee benefit insurance products and services, wellness, strategic planning and underwriting process is a plus
• Indiana Life and Health insurance brokers' license is required (may obtain upon hire)

• Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Speaking: Talking to others to convey information effectively.
• Reading Comprehension: Understanding written sentences and paragraphs in work related documents.
• Writing: Communicating effectively in writing as appropriate for the needs of the audience.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Communicating with persons outside organization
• Advanced knowledge of insurance products, usage, and markets preferred
• Excellent organizational, multi-tasking, attention to detail and a sense of urgency follow up skills are required.
• Proficient in Microsoft Office products such as Word, Excel and PowerPoint
• Able to advise orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately
• Meets or exceeds department standards with regard to job knowledge, quality, efficiency, initiative, cooperation, customer service, and overall performance
• Ability to work efficiently and effectively as part of a team and/or independently
• Professional certification (CEBS, GBA, PHR) is a plus
• Presenting information
• Establishing and maintaining interpersonal relationships
• Obtaining information from individuals
• Making decisions using problem solving skills
• Determining customer needs
• Making decisions
• Updating and using relevant knowledge
• Databases: Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.
• Internet: Using a computer application to create, manipulate, edit, and show virtual slide presentations.
• Presentations: Ability to create PowerPoint presentations and present to groups of people.
• Spreadsheets: Using a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.