Account Manager - Employee Benefits

SUMMARY

Responsible for providing customer service and overall service of assigned customers and / or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates marketing submissions and works with various carriers to obtain quotes as required;
• May negotiate prices, commissions, and / or coverages with carriers;
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s) / limit(s);
• Manages renewal process for expiring policies;
• Prepares presentations and / or proposals for clients;
• May participate in client meetings to review coverage;
• Researches requests for information from Underwriters;
• Composes correspondence to insureds and / or Underwriters;
• Discusses and assists in setting renewal and / or new business marketing strategy with Producer or Supervisor;
• Binds insurance coverage and prepares binders;
• Prepares certificate templates;
• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
• Participates in the claims process as necessary;
• Notifies Brokers and Producers of pertinent information related to client retention;
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

SKILLS

LI-REMOTE

LI-LM1

J-18808-Ljbffr