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Employee Benefits Account Manager

Company: Harrison Gray Search and Consulting
Location: Wyoming
Posted on: November 21, 2022

Job Description:

As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support.RESPONSIBILITIES:Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.Conduct client presentations in the absence of the Producer.Coordinate the workflow for the Producer between the internal staff, clients, and insurance carriers.Effect changes in coverage as requested and needed by customers.Direct a smooth transition from one carrier to another carrier.Perform periodic service calls on all accounts and complete a report on a monthly basis.Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business.Handle or refer all requests by our clients.Act as a backup to the Producer with clients and carriers.Comply with organizational policies and procedures, including code of conduct and attendance policy, and maintain a positive attitude at all times.MINIMUM QUALIFICATIONS:High school diploma required; college degree or 2 years equivalent experience preferredLife and Health licenseOrganizing and coordinating skillsAbility to effectively prioritize work tasksComputer skills, including Microsoft Office Professional software, internet, email, and data entryExcellent communication skills, both verbal and writtenAbility to multi-task and prioritize with numerous interruptionsAbility to problem solveAbility to work with a diverse group of people and personality typesAble to work independently with minimal supervisionMINIMUM PHYSICAL REQUIREMENTS:Ability to lift up to 10 pounds occasionallyAbility to sit for extended periods of timeAbility to complete repetitive small motor activityWORK ENVIRONMENT:Normal office environmentOccasional travel for meetings, company seminars, and client customer premisesREQUIRED EQUIPMENT:Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.Experience in Epic Agency Management system or another similar system for client and policy file maintenanceOffice equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This description is not intended as a contract and is subject to change and revision.#ZR

Keywords: Harrison Gray Search and Consulting, Wyoming , Employee Benefits Account Manager, Executive , Wyoming, Michigan

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