Insurance Account Manager

Cross Pointe Insurance Advisors

Job Location:

Oklahoma City, OK - USA

Yearly Salary: $ 40000 - 45000

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Job description

We are looking to fill an open account manager position on our Employee Benefits Team. Employee Benefits Professionals in an Oklahoma City based employee benefits consulting agency helping employers throughout Oklahoma and beyond with the complex issues that arise in the field of employee benefits. The Employee Benefit Account Manager serves as the liaison between the Producer and their customers. We are looking for a dedicated and personable account manager to maintain our clients accounts and serve as a point of contact. Applicants should also be comfortable working with spreadsheets audits and other organizational software.

ESSENTIAL FUNCTIONS:

Manages an assigned book of business and builds expands and solidifies relationships with existing clients.

Ensure all proposals and submissions including applications are complete accurate and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review loss experience.

Keep a record of and follow up each account marketed the carriers used and status until complete.

Review and verify correct rates and premiums for requested coverage on new and renewal accounts

Check new and renewal policies endorsements and audits for accuracy in rating typing coverage signatures and input data per guidelines.

Inform and educate clients about policy coverage changes exclusions and insurance coverage needs.

Determine reasons for requests for cancellations act to save accounts notify producers according to agency guidelines; process and follow-up on cancellation requests to carriers to ensure accurate and timely resolution.

Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.

Maintain a weekly log of new business submitted quotes issued and policies written.

Participate in seminars and other training to maintain required licenses and for knowledge and skill development.

Other duties as assigned.

KNOWLEDGE SKILLS AND QUALIFICATIONS:

Thorough knowledge of insurance markets.

Strong PC skills with the ability to effectively utilize Agency management systems.

Ability to work within a fast paced changing priority environment.

Self-motivated with the initiative to prioritize and be self-directed.
The ability to interact effectively with colleagues and managers in a team environment.

Ability to successfully adhere to company policies and procedures as well as maintain strict confidentiality.

Ability to maintain accuracy while multitasking and juggling several responsibilities simultaneously.

2 - 4 Years previous life/benefits experience preferred.

State issued life and health insurance license or the ability to quickly obtain required.

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

EBP offers competitive salaries based on experience and benefits including: medical/dental/vision plans life and accident insurance 401(K) educational expense reimbursement employee assistance program training programs and more.

EBP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race color religion sex age veteran status disability national origin or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship including but not limited to recruitment hiring training promotion transfer demotion compensation benefits layoff and addition EBP will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.

The ability to interact effectively with colleagues and managers in a team environment.

Ability to successfully adhere to company policies and procedures as well as maintain strict confidentiality.

Ability to maintain accuracy while multitasking and juggling several responsibilities simultaneously.

2 - 4 Years previous life/benefits experience preferred.

State issued life and health insurance license or the ability to quickly obtain required.

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

Compensation: $40000.00 - $45000.00 per year

If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice independent insurance agencies. Independent insurance agents dont work for an insurance company; they partner with multiple insurance companies. As such they offer more options to their customersmore personalized policies more affordable policies and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing is this the right career for you

Required Experience:

Manager

Job descriptionWe are looking to fill an open account manager position on our Employee Benefits Team. Employee Benefits Professionals in an Oklahoma City based employee benefits consulting agency helping employers throughout Oklahoma and beyond with the complex issues that arise in the field of empl...