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    Employee Benefits Account Manager - Orlando, United States - Acentria Insurance

    Acentria Insurance
    Acentria Insurance Orlando, United States

    1 week ago

    Default job background
    Description
    Foundation Risk Partners

    , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager

    to their

    Acentria

    team in

    Sunrise, FL

    .


    Job Summary:


    The Benefits Account Manager is a learning position to become responsible for daily servicing of assigned clients including new and renewal business processing and maintenance of exceptional customer relations with the client.

    This position also supports the Producer assigned to them when needed.

    This position regularly interacts with new and existing clients as needed on small to medium accounts while being responsible for devising creative solutions to meet client needs as to coverage and costs.


    Essential Functions:
    Uses discretion and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs

    Prepares the process of renewal submissions for marketing including application, necessary exhibits, narratives, loss runs and answer underwriting questions, selecting renewal markets and rating, prepare proposal and binding

    Collects and analyzes client information through endorsement requests and general coverage questions while regularly interacting with clients in a professional and timely manner

    Assists the producers for new and existing clients as needed

    Collaboratively conducts marketing including all steps from preparing a submission to proposing and binding coverage as needed with fellow Account Managers

    Prepares processed policies as needed prior to releasing to the client

    Prepares certificates of insurance with special wording and looks for unusual wording

    Assist in negotiating products and pricing on behalf of the company and clients

    Coordinates Open Enrollment for clients

    Assists the producers with new business marketing – preparing applications, submit to markets or rate, prepare proposals and binding

    Participates in marketing and sales meetings

    Invoices - all new and renewal business and endorsements; Prepares finance agreements

    Prepares binders and master certificate for renewals and new business

    Checks policies and endorsements for accuracy before delivery

    Prepares and retains existing book of business

    Prepares and processes renewals, new policies, and policy changes

    Handles questions, research and resolve problems

    Prepares account reconciliations for receivables management

    Prepares, maintains, and verifies client billings/invoices


    Education & Experience:
    High school diploma or equivalent

    State required insurance license (2-15 or 2-40) or willingness to obtain

    Some college helpful

    3+ years of insurance agency or benefits carrier experience

    Why settle for less, come work for the best


    As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.

    #J-18808-Ljbffr
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