Employee Benefits Account Manager

Job Description

Job Description

BancFirst Insurance Services in Plano, TX , is looking to add a Full-Time Employee Benefits Insurance Account Manager to our growing team. We are an Oklahoma-based , independent insurance agency with multiple branch locations that are uniquely positioned to provide all the benefits of a large corporation while maintaining a small company atmosphere and relaxed work environment. If you are a motivated self-starter who is always able to provide amazing customer service, then this is your opportunity for a rewarding career with excellent income and growth potential. Our mission is to provide the best service to our customers by attracting and retaining the very best talent in the industry. With your work ethic and great people skills, we know you will be committed to creating the best experiences for our customers.

If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you , apply today!

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Disability Insurance

Life Insurance

Career Growth Opportunities

Retirement Plan

Responsibilities

• Renewal & New Business
• May initiate or attend meetings with the producer(s) or supervisors to discuss marketing plans for expiring accounts in advance of expiration.
• Market new groups and renewals and prepare spreadsheets and quotes sheets as needed and instructed and discuss options with producer or customer.
• Organize, assist and attend group enrollments as needed.
• Submit group paperwork to carrier(s) and gather information needed for policy issuance.
• Enter appropriate information according to policies and procedures into the EPIC Agency Management System including invoicing and billing.
• Enter follow up activities for renewal and commissions.
• Process enrollment / terms for groups as needed.
• Assist with claim and customer billing inquiries and issues.
• Quote individual medical, dental, etc. as needed.
• Answers benefit related question in dealing directly with customers or producers.
• May instruct and work with Assistants in servicing of customer needs.

Requirements