Job Description
Job Description
Symphony Risk Solutions seeks the ideal candidate for an Account Manager position within Symphony Consulting, our specialty business focused on the employee benefits needs of businesses.
This position will manage Symphony Consulting client accounts and requires the right candidate to be a self motivator and possess a strong work ethic.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Tuition Reimbursement
Retirement Plan
Responsibilities
- Serves as primary client lead for health & welfare group business.
- Manage accounts ranging from middle market to Fortune 1000.
- Be a self-starter and take "ownership" of client relationships.
- Prioritize service to clients and colleagues by being honest, timely, and accurate.
- Manage submissions to insurers, including application preparation.
- Ability to analyze risk and communicate assessments to clients and colleagues.
- Consistently provide organized and error-free renewal comparisons / summaries / new business proposals / presentations and other work products to clients / colleagues.
- Manage new business and renewal quote process.
- Ability to communicate with colleagues and clients regarding renewal strategy.
- Service clients by processing policy changes, binding policies, handling billing issues, and providing information for audits.
- Process requests for certificates of insurance.
- Prepare premium finance agreements.
- Proficient use of rating systems, ImageRight, Resource Pro, DocuSign, RightSignature / ShareFile.
- Make periodic service calls for designated accounts.
- Perform special projects at the request of clients or management.
- Thorough understanding of insurance products and services.
- Excellent written and verbal skills to effectively communicate with colleagues, clients, and insurers to give and receive accurate information.
- Proficiency of Microsoft products - Word, Excel, Outlook, and PowerPoint.
Requirements
Education, licenses, and certifications
- A resident Insurance Broker or equivalent license for Life and Health.
- Bachelors degree required (associate degree and significant industry experience will be considered in lieu of a bachelors degree)
- 2 years or more of relevant industry experience is required.
Physical Demands
While performing the duties of this job the employee is regularly required to sit or stand at a desk. Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
Occasional bending, reaching, and light lifting (up to 10 lb.) is required. The ability to effectively listen, and understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.
Work Environment
This position is a regular full-time in-office position. Occasionally working after hours may be required in order to meet the demands and deadlines associated with the position.
The work environment involves the use of typical office equipment such as computer, printer, telephone, etc. in a controlled climate.
Travel Requirements
Limited travel is required for this position.
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