Employee Benefits Account Manager

Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows.

Essential Duties and Responsibilities:

• Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person.
• Deliver and explain policy coverage and recommend additions/changes to client insurance programs.
• Obtain signed applications from clients in accordance with agency and insurance company requirements.
• Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows.
• Resolve issues related to client billing.
• Make changes to client policies and add/delete coverage as requested by the client.
• Identify opportunities to cross sell and make...

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