Employee Benefits Senior Account Manager - San Antonio, United States - INSURICA
Description
Job DetailsJob LocationINSURICA San Antonio - San Antonio, TXPosition TypeFull TimeEducation LevelHigh SchoolJob ShiftDayJob CategoryEmployee Benefits SupportDescriptionSUMMARY:
The Employee Benefits Senior Account Manager will assist clients with service needs, update existing accounts as needed, and consistently maintain established quality and service standards.
The Employee Benefits Senior Account Manager is also responsible for service and marketing activities related to new and existing clients.
ESSENTIAL FUNCTIONS:
Check new and renewal policies, endorsements, and audits for accuracy in rating, content, coverage, signatures, and input data per guidelinesMaintain own suspense file on outstanding orders, correspondence, reports, and follow-up on overdue and suspense items; maintain expiration control logMaintain contact with clients as necessary, including calling on customers (i.e.
Enrollment meetings)Set up open enrollment meetings with the customers as well as any carrier reps that are needed and be responsible for all coordinationInform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (including Newsletter)Respond to phone calls from clients and companies and comply with the request and/or refer to the producer; help the client resolve claim problemsDetermine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolutionRefer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of businessHandle daily correspondence in a timely mannerMaintain a weekly log of new business submitted, quotes issued, and policies written, with information coordinated with management using agency reporting systemsMarketing new and renewal accounts, in collaboration with the producer, or on their own if the producer is unavailable Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review experienceKeep a record of each account marketed, the carriers used, and the current statusStay informed as to market availability, and competitive markets used by others, and continuously expand knowledge of markets; attend carrier seminars to bolster continuous learning and share with the team upon returnCheck or determine the correct rates and premiums for requested coverage on new and renewal accountsDevelop and expand agency relationships with existing companiesPerform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissionsParticipate in seminars and other training to maintain required licenses and for knowledge and skill developmentADDITIONAL RESPONSIBILITIESThis job description is intended to describe the level of work required of the person performing the position.
Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions.
Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
QualificationsKNOWLEDGE, SKILLS, AND ABILITIES:
Thorough understanding of financial services underwriting and coverageAbility to demonstrate solid negotiation skillsAbility to perform contract review and coverage analysisStrong computer skills with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, PowerPoint, etc.)Ability to effectively utilize Agency Management systemsStrong compliance knowledge of ACA, HIPAA, COBRA, and complex HR issuesAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS:
5-7 Years previous employee benefits experience preferred4 Year degree preferredCPCU, CIC, or Life Insurance Industry designation(s) preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyAbility to travel to client/customer destinations occasionally overnightRequires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment