Group Benefits Account Manager

Job Description

Job Description

About Us

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by Murray Keyes and his sons, Carey and Kenneth.

Since then, this third-generation, family-owned agency has grown into one of the leading insurance agencies in South Florida.

The agency specializes in three main areas of practice including Personal Lines Insurance, Employee Benefits and Business Insurance.

Group Benefits Account Manager

Position Summary :

The Group Benefits Account Manager manages a book of Employee Benefits business and provides the following :

• Professional, courteous service to our clients and business partners.
• A high level of support to Producers in obtaining, maintaining, and expanding business.
• May also be responsible for account rounding and the development of new business as appropriate with standard practices, policies, and procedures.

Primary Duties and Responsibilities :

• An articulate individual who can relate to people at all levels of an organization and can cultivate critical relationships.
• A strategic planner with sound technical skills, analytical ability, good judgement, and strong operational focus.
• Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients.
• Coordinates, manages, and attends client meetings both virtually and in person.
• Provides proactive, personalized support to assigned clients. Acts as the primary contact between clients and insurance carriers to resolve escalated complex service issues.
• Primarily responsible for independently marketing smaller and / or less complex accounts. Once new business and / or renewal marketing options have been prepared present the options to the client independently or with Producer.
• Supports Producer by providing exceptional service to accounts, assist Producer with presentations and continuously seeks client cross-sale initiatives for assigned accounts.
• Actively and effectively manages benefit annual enrollment periods, the implementation of plan changes and transfers of coverage to carrier.
• Develops and provides professional and accurate employee communications to clients, such as Benefit Enrollment Guide, PowerPoint presentations, benefit summaries, enrollment forms, etc.
• Assist with day-to-day service issues, such as eligibility, billing, claim issues.
• Prepare and deliver all applicable forms to client and ensures the accuracy of data in agency management systems.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Qualifications :

• Bachelor's Degree preferred; minimum of 2 years of related insurance industry experience required.
• Florida Life and Health Insurance License required.
• Experience with agency management systems; Vertafore AMS360 experience preferred.
• Must possess strong computer skills with proficiency in Microsoft Excel, Word, and PowerPoint.
• Must have the ability to work under pressure and multi-task.
• Be professional in both appearance and manner.
• Excellent customer service skills.
• Effective public speaking and excellent verbal and written communication skills required.
• Proven ability to work independently and be reliable and dependable.
• Approximately 10% travel required.
• Bilingual (English and Spanish) a plus.

Physical Demands and Work Environment :

• Frequently sit, stand and walk.
• Regularly required to talk or hear.
• Frequently required to use hands or fingers to handle or feel objects, tools or controls.
• Occasionally required to climb or balance, stoop, kneel, crouch or crawl.
• Occasionally lift and / or move up to 25 pounds.
• Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus.
• The noise level in the work environment is usually moderate.
• Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary.

Hours : Monday-Friday, 8 : 30am-5 : 00pm (Flexible)

Office Location : 5900 Hiatus Road, Tamarac, FL 33321

Benefits :

• Competitive Salary
• Healthcare Benefits offered through United Healthcare include Medical, Dental and Vision
• Retirement Plan - 401(k) with company matching and safe harbor
• Company-paid Life Insurance, Voluntary Life Insurance, Company-paid Disability Insurance, Child and Eldercare Flexible Spending Account
• Supplemental Plans- Accident, Critical Care, Hospitalization, Legal Paid Time Off (PTO)
• Employee Assistance Program

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies.

In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.