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Panama City

    group benefits account manager - Panama City, United States - Royal American Companies

    Royal American Companies
    Royal American Companies Panama City, United States

    2 days ago

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    Description
    Job DetailsLevelEntryJob LocationPFI Panama City Corporate Office
    • Panama City, FLPosition TypeFull-Time (30 + hours/week)Education LevelNoneSalary Range$ $22.
    00 HourlyTravel PercentageNot applicableJob ShiftDaysJob CategoryInsuranceDescriptionThe Group Benefits Account Manager is a mid-level position and is responsible for ensuring group benefits clients receive timely and quality service.

    Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients insurance policies.

    The Group Benefits Account Manager is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.


    Essential Job Duties and Responsibilities:
    Support Group Benefits Department Producers in routine account maintenance Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contactsMaintain all client files in the agency management system with full policy detail and use the system for all transactions and notes Respond to client inquiries, incoming mail, company requests and producers needs on a timely basisCollect renewal data on assigned accountsReview and order renewals according to agency procedures Survey policy coverages and identifies cross-selling and upgrading opportunitiesReview, analyze and submit applications to insurance companies Follow agencys underwriting guidelines Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage Review new business, renewals, endorsements to insure items were received as ordered Prepare billing following agencys credit and collection policies Coverage for the Receptionist at the front desk as neededAssist with other clerical tasks within the office as requestedParticipate in courses for insurance/sales skills Maintain current knowledge of underwriting requirements of carriersKnowledge, Skills and Abilities (KSAs):Good oral and written communication skills Technical and client relations expertise Proficient in Microsoft Suite Property, casualty, commercial lines and bond product knowledge and risk management expertise Agency management system computer skills Education and Experience:High School Diploma or Equivalent requiredThree years CSR experience or P&C related experience required Current License 4-40 required

    Physical Demands:
    Support agency and assigned producers by placing and processing new business and renewals Retain renewals through the provision of quality service Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referralsMust be able work with a computer for a minimum of 7 hours daily either standing or sittingMust be able to read printed materials and computer screen with or without MS or other software accessibility functionsMust be able to effectively communicate in e-mail, by phone, or in person during the course of the workday
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