JOB SUMMARY AND PURPOSE

The Account Manager position is vital to the success of the Benefits Team. The main responsibility of this position is to provide excellent service to each Client, support the Advisor and Senior Account Manager, Benefits, and serve the needs of the team.   

 

ESSENTIAL DUTIES:

1.  Consulting and Advising – Demonstrates understanding, directing people to the appropriate source for further information when guidance is needed.

1. Identifies the impact of one’s own work (E.g., decisions, issues) on others.
2. Listens to Client needs and challenges.
3. Offers constructive feedback to current practices and processes.
4. Suggests improvements to current approaches.

 

2. Customer Relationship Management – Builds relationships with the Client and determines effective ways to service their account.

1. Acts as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
2. Communicates effectively across various levels of a Client’s organization.
3. Makes regular service calls to Clients.
4. Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
5. Strives to meet service standards in all circumstances.
6. Follows up with Clients to ensure that their needs have been met.
7. Looks for ways to add value beyond Clients’ immediate requests.

 

3. Customer Service and Support – Assists and supports the ongoing needs and issues of each Client.

1. Prepares employee enrollment materials and present employee benefits via webinars, benefit fairs, and face-to-face enrollment meetings.
2. Manages employee booklets, enrollment kits, enrollment forms, letters and checklists.
3. Maintains confidential information.
4. Prepares reports.

 

4.  Insurance Marketing – Responsible for quoting and application completion during Renewal process.

1. Maintains quality of applications and enrollment applications.
2. Prepares audits, census data and quoting.
3. Small Group Only: Present Marketing results and renewal to the Client

 

ADDITIONAL DUTIES:

1. Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.

2. Perform other duties as assigned.

 

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:

• Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school.
• High school diploma or equivalent is required
• Prefer a minimum of three-five years related industry experience and/or training.
• Proficient in fully insured marketplace; carriers, underwriting requirements and the benefits/services they offer.
• Maintain a current Indiana Life & Health Insurance license.

 

SKILLS:

• Exceptional in Microsoft Word and Excel.
• Proficient in Microsoft PowerPoint, Publisher, Outlook and Adobe.
• Ability to perform duties in a high-pressured, fast-paced environment
• Must be highly organized and detailed with the ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team
• Attention to detail
• Excellent oral and written communication skills
• Ability to respond to common inquiries or complaints from customers or carriers
• Ability to prepare proposals for presentation and review
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to read, analyze, and interpret industry policies and contract documents.
• Ability to effectively present information to Insured’s and carriers.

STARTING COMPENSATION:

Differs with experience.

 

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent’s may be requested to perform job-related tasks other than those stated in this