Employee Benefits Account Manager

Description:

The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based on location practice.

In this role, you will:
Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.).

Complete comparisons, benefit/cost analysis and reports for advisor’s and team’s review and discussion per established procedures and practice.

Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice.

On renewals, process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion.

Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates.

Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns.

Assist advisor in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice.

Respond to inquiries from insureds on changes or amendments to coverage/policy.