Account Manager Property And Casualty Insurance

• Competitive Pay
• Health and Welfare Programs Including Medical, Dental, and Vision Insurance
• Retirement and Income Protection Programs, including a 401k plan
• Work/Life Balance Including PTO, Holidays and Remote work opportunities
• Career Advancement Opportunities

What you will be doing:

• Overseeing associate and/or processing transactions with regards to processing all additions/terminations/changes in a timely fashion
• Ensuring Senior Account Managers, and/or Director of Group Benefits satisfaction
• Overseeing associate and/or processing transactions regarding COBRA as requested and required by law using the various COBRA vendors
• Handling all fully insured customer requests and questions in a timely fashion, to the customer’s satisfaction
• Promoting ongoing client loyalty
• Having knowledge of IRS qualified legal life events, regulation, and processing time
• Knowing census data and how to create a marketing census
• Having knowledge of Zywave
• Overseeing Associate Responsible for Auditing all applicable client invoices
• Overseeing Associate Responsible for Auditing all open enrollment carrier invoices and transactions
• Overseeing Associate Responsible for updating Drive with carrier contracts, certificates, and billing
• Overseeing Associate Responsible for Weekly Employee Navigator reporting and applicable transactions
• Overseeing Associate Responsible for keeping client carrier and contact information updated
• Overseeing Associate with Monthly Newsletter Articles
• Preparing RFP
• Handling Fully Insured Renewals and renewal spreadsheets
• Retaining, in conjunction with the Group Benefits Producer, all assigned accounts, according to standards and procedures
• Setting up new business by processing applications, preparing necessary forms, scheduling all medical exams if necessary and creating customer file
• Following up with carrier for policy issuance and with client for policy delivery receipt requirements

Experience you will need:

• Property Casualty License
• Knowledge of Group Benefit Products
• Minimum of five (5) years of insurance experience
• Computer experience
• Ability to process high volume of transactions accurately in a customer service environment
• Excellent Communication and Customer Service skills