- Ensure outstanding customer service is provided to clients, both directly and by other members of the production team
- Communicate closely with Producers and act as key liaison with clients to assess needs and provide solutions.
- Oversee, facilitate or execute new/renewal marketing process.
- Design detailed analyses and presentations for prospect/client meetings.
- Develop educational materials including Benefit Enrollment Guides
- Review SPD's and agreements/contracts for accuracy.
- Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
- Handle any claim resolutions and plan administration problems.
- Filing, file set-up, file maintenance in Agency Management and Imaging System
- 5-7 years previous insurance industry experience with at least 2-3 years in a brokerage or agency environment
- Excellent presentation, written, communication, and customer service skills.
- Proficient with Microsoft Word, Excel, Power Point, and Outlook
- Ability to learn Agency Management and Imaging Systems
- Must have resident Agents License in Life and Health
- Previous experience working with small groups preferred.
- Prior insurance brokerage experience
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Employee Health - Lexington, United States - TekStream Solutions
Description
A TekStream client, a leading insurance broker, has an immediate need for a Senior Account Manager.
The main goal and function of an Employee Health & Benefits Senior Account Manager is to assist the production team in the production and service of new and existing accounts. You will support a book of business consisting of mostly middle market accounts.
Responsibilities:
Qualifications:
Preferred Qualifications:
