Senior Account Manager- Benefits

Pay Range: $58,500.00 - $76,556.00

Under minimal supervision, performs customer service and sales by responding to highly complex telephone, written, and face-to-face communications from external and/or internal customers. Serves as the customer's advocate by facilitating communications between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or Producer to identify potential coverage gaps and recommends best offering to customer and/or Business Development Manager/Producer. Adheres to department procedures and guides to ensure accurate responses and external/internal customer satisfaction. As a subject matter expert, assists team members when needed. Moderate travel may be necessary.

Education and Experience:

• Associate degree and 5-years relevant work experience or equivalent combination of education and experience required

• Bachelor degree preferred

• Life, Accident and Health NYS Broker's license and/or Property & Casualty required

• Professional insurance designation required

Skills and Abilities:

• Excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern;

• Proficient in ability to analyze complex data, research problems and make sound decisions using own judgement, manuals, and available resources;

• Successful working independently and in groups, competent in presenting information to team members and customers;

• Highly capable of organizing and prioritizing multiple work assignments, paying attention to detail and focusing on quality

• Highly proficient in Microsoft Office, especially managing Outlook emails

• Excels in effective quoting, proposing and binding of coverage, often within stringent deadlines;

• Highly proficient in effective use of a management system and technology tools

• Subject matter expert in comprehending and complying with department workflows and guidance

• Subject matter expert in knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements

• Ability to travel regionally as needed

Tasks Performed:

• 50% Identify high impact external and/or internal customer issues or concerns by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed. Provide an accurate verbal or written response to the customer or Business Development Manager/ Producer regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
• 40% Process within the agency management system and/or carrier websites service and sales workload assigned following department and agency procedures and within established deadlines. Ensure system documentation and all written communication to the customer is professional, thorough, concise, and free of typographical errors.
• 5% Participate in regular department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency. Serve as a system and/or coverage resource to team members as needed.
• 5% Perform other duties as assigned

Physical Requirements:

• Communicate effectively with internal and/or external customers

• Stationary 75% of time or greater

• Move Objects to Maximum 10 lbs

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.