Personal Lines Account Manager

Duties

• Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals negotiate coverage terms and pricing.
• Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits rates and terms of contract.
• Preparation of spreadsheets presentations and proposals for new and renewal business for assigned clients responsible for negotiating coverage terms and pricing.
• Receive and send BOR letters to carriers. Set up client in EPIC.
• Follow-up with client to introduce self gather missing information and establish relationship.
• Plan and conduct open enrollment meetings.
• Submit applications and forms to carriers audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.
• Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
• Process and follow up on new hire enrollment forms request for coverage change and terminations.
• Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
• Manage all claim inquiries billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
• Respond to all client insurance company or member inquiries immediately but not later than within 24 hours.
• Inform or involve as necessary the Risk Advisor with in-flight emergencies as they occur.

Qualifications

• Bachelors Degree
• California Life & Health License
• 5 Yeas Experience in Employee Benefits
• Advance MS Suite Skills (Outlook Word Excel PowerPoint)

Abilities

• You lead through your actions and embrace your responsibilities.
• Youre a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• Youre an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• Youre great with attention to detail and producing high-quality work.
• Youre able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.