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    Account Manager - Eau Claire, United States - Spectrum Insurance Group LLC

    Spectrum Insurance Group LLC
    Spectrum Insurance Group LLC Eau Claire, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Spectrum Insurance Group is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

    Qualified candidates will be licensed and have 3+ years of Employee Benefits experience.


    Benefits

    Paid Time Off (PTO)

    Health Insurance

    Dental Insurance

    Vision Insurance

    Life Insurance

    Disability Insurance

    Hands on Training

    Tuition Reimbursement

    Mon-Fri Schedule

    Career Growth Opportunities

    Retirement Plan


    Responsibilities

    Primary contact for all day-to-day service issues and other inquiries for assigned clients

    Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements

    Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution

    Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information

    Quotes, analyzes, and compares health, individual and ancillary quotes

    Manages renewal timeline to ensure timely execution of client decisions

    Prepares summaries of insurance, renewals, schedules, and proposals

    Reviews client contracts and policies for accuracy

    Supports agents with new and renewal business presentations as needed

    Coordinates enrollment and informational meetings between client and carrier

    Maintains agency management system with up-to-date and accurate information

    Builds and maintains strong customer relationships through pro-active communication

    Communicates and educates clients on latest industry trends, issues, and changes


    Requirements

    Required Knowledge and Skills

    Benefits insurance industry experience with knowledge of employer group insurance marketplace

    Practical knowledge of quoting process and tools

    Proficient in Microsoft Office programs, especially Excel, Word, and Outlook

    Analytical and critical thinker with ability to conduct independent research

    Strong organizational skills with ability to prioritize and manage a large workload

    Excellent verbal and written communication skills

    Ability to effectively explain complex information both verbally and in writing

    Strong editing and proofreading skills

    Attention to detail and ability to complete tasks with a high degree of accuracy

    Ability to perform basic mathematical computations

    Ability to follow existing processes, procedures, and verbal instruction

    Ability to manage multiple priorities, accurately, efficiently, and independently

    License and Certification Requirements

    Valid WI drivers license and acceptable driving history

    Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin


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