Royal American Companies Panama City , FL 32401
Posted 2 weeks ago
The Group Benefits Account Manager is a mid-level position and is responsible for ensuring group benefits clients receive timely and quality service. Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients insurance policies.
The Group Benefits Account Manager is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.
Essential Job Duties and Responsibilities:
Support Group Benefits Department Producers in routine account maintenance
Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes
Respond to client inquiries, incoming mail, company requests and producers needs on a timely basis
Collect renewal data on assigned accounts
Review and order renewals according to agency procedures
Survey policy coverages and identifies cross-selling and upgrading opportunities
Review, analyze and submit applications to insurance companies
Follow agencys underwriting guidelines
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage
Review new business, renewals, endorsements to insure items were received as ordered
Prepare billing following agencys credit and collection policies
Coverage for the Receptionist at the front desk as needed
Assist with other clerical tasks within the office as requested
Participate in courses for insurance/sales skills
Maintain current knowledge of underwriting requirements of carriers
Knowledge, Skills and Abilities (KSAs):
Good oral and written communication skills
Technical and client relations expertise
Proficient in Microsoft Suite
Property, casualty, commercial lines and bond product knowledge and risk management expertise
Agency management system computer skills
Education and Experience:
High School Diploma or Equivalent required
Three years CSR experience or P&C related experience required
Current License 4-40 required
Physical Demands:
Support agency and assigned producers by placing and processing new business and renewals
Retain renewals through the provision of quality service
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals
Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday
Royal American Companies