Benefits Account Manager - Charlotte, United States - Scottins

Description

With 150 years' experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies.

We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services.

An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont.

For 25 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates.

Scott has nine offices across North Carolina, SouthCarolina, Tennessee and Virginia. Our employee owners enjoy a strong,team-centric culture, excellent benefits and retirement programs.

As an employee-owned company, our associates aremore than employees; they are owners. This ownership creates a unique companyculture and provides significant opportunities for our employee owners.

We are driven by an entrepreneurial spiritand guided by out-of-the box thinking to deliver world-class service to ourclients, primarily mid-market companies.

Wecurrently have an opening for a Benefits Account Manager in our Charlotte, NCoffice. If you enjoy working in a dynamic environment that rewardsexcellence and encourages entrepreneurial thinking, we'd like to hear from you

PRINCIPAL OBJECTIVES OF THE POSITION
The Benefits Account Manager serves our clients by providing product and service information.

You will be the first point of contact for our clients when they need assistance resolving product and service concerns and service requests for new and renewal insurance accounts.

POSITION QUALIFICATIONSAND REQUIREMENTS
Two to four year collegedegree or equivalent combination of education and work experience.
Two years of benefitadministration experience is required.
Life and Health license orthe ability to obtain within 90 days is required.
CEBS designation and/orwork towards the designation preferred.
Proven ability to maintainhigh level of confidentiality and handling of sensitive information.
Ability to successfullyimplement project management strategy.
Extraordinary written andverbal communication skills.
Superior organizationalskills, ability to handle multiple tasks and effectively prioritize.
Exceptional relationshipbuilding skills.
Proficient in Excel.

PRINCIPAL DUTIES AND RESPONSIBILITIES
Conduct market analysis before the anniversary date ofall clients coverage's for both new and renewal business.
Assist group administrator when necessary to solvedifficult claim problems.
Ensure all contracts/policies are accurate andcurrent.
Assisttheaccounting department in reconciling any commission shortages/overages bymaking internal accounting adjustments, contacting insurance carriers, etc. todetermine the source of the problem.

Document all activities in the Applied System as wellas Zywave's Brokerage Builder agency management system, including phoneconversations, letters, RFP's, proposals, memos, and emails.

Prepare new business and renewal proposals.
Support the Zywave tool as it relates to clients andinternal broker use.
Maintain current client files in an orderly mannerthrough the use of the automated files in the agency management system.
Attend seminars to stay abreast of industry changesand participate in continuing education opportunities.

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