Account Manager - Employee BenefitsAlliant Insurance Services • Salt Lake City, UT, US
Account Manager - Employee Benefits
Alliant Insurance Services • Salt Lake City, UT, US
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job_description.job_card.job_descriptionBachelor's degree or equivalent combination of education and experience Four (4) or more years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by Supervisor Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Excellent organization skills with effective time management skills Strong analytical skills Advanced planning and prioritization skills Strong attention to detail Good problem solving skills Ability to work within a team and to foster teamwork Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency Proficient in Microsoft Office Suite
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
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Account Manager • Salt Lake City, UT, US