Group Benefits Account Manager

Group Benefits Account Manager

If you are looking for:

• An employer that provides tremendous growthand invests in your learning
• A professional work environment whereteammatesare supportive and accountable
• An opportunity toteach new tools and technologyto your clients and community
• Standard working hours with options forremote workand flexible schedules
• A competitive salary withoutstanding benefits
• A familyorientedemployer that has been in business for over 60 years

Then we should talk because we are always looking for:

• Selfmotivated individuals with an oldfashioned work ethic and positive attitudeSomeone with a proven ability to support and potentially lead ateam
• A quick learner who can graspnew concepts & ideasin a fast paced environment
• A clientfocused professionalwho is able to listen communicate and teach technology

Position Title: Group Benefits Client Manager

Reports to: Group Benefits Department Manager

FLSA Status: Nonexempt

Revised: October 2020

Summary

This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and group benefits accounts. Provides prompt efficient friendly highquality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our ClientFirst service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

Qualification Requirements

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• NC Department of Insurance Life and Health License OR ability to obtain license within the first 30 days of employment
• A combination of 4 years education or related experience (i.e. insurance claims department medical office independent agency etc.

Knowledge Skills and Abilities

• Ability to discuss support and sell insurance products in states where the agency functions.
• Ability to use personal computer calculator agency automation system and proficiency in various software programs including but not limited to Microsoft Office (Word Excel and Outlook) Applied EPIC etc.
• Must have excellent communication skills; written and verbal.
• Must be an assertive selfstarter with the ability to influence others.
• Must excel at being client focused and able to work in a teamoriented environment
• Should have demonstrated effective presentation skills through both verbal and written communication

Supervisory Responsibilities

May have some supervisory responsibilities as the business grows.

Essential Functions

• Gather information necessary for quoting of new and renewal business involving strict attention to detail timelines and workflows
• Prepare client proposals for New Business and Renewals as requested by Producers and Department Manager
• Conduct service calls to clients for designated projects
• Perform special projects at the request of designated clients upon approval of Department Manager
• Compile presentation materials in a timely fashion including Benefits Booklets and Overviews as well as PowerPoint Presentations
• Generate client renewal documentation and compliance correspondence as indicated by Department Manager
• Maintain a concern for timeliness and completeness when interacting with Client Managers agency and company personnel to minimize potential errors and omissions claims
• Monitor audits done by carriers and assists in the completion of these audits with direction from the department manager
• Document in Applied Epic software all material communications with insureds carriers or others regarding daily activities
• Generate routine reports from Applied Epic
• Provide technical support to Employee Navigator clients
• Assist in building and updating Employee Navigator client sites
• Maintain an appropriate insurance license and continuing education as required
• Performs other functions as assigned by Department Manager and Producers

Physical Demands

This is primarily a sedentary role; however some filing is required which would require the ability to lift files open filing cabinets and bend or stand as necessary.

Work Environment

This job operates in a clerical office setting. This position routinely uses standard office equipment such as computers phone copier filing cabinets and fax machine.

Travel

Some travel is required to visit client sites.

We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran status. In addition to federal law requirements we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.