An environment that fosters growth.
What We’re Looking For
Build and Promote Great Relationships
Drive Down Client Risk
Employee Owned
Join the Ollis/Akers/Arney Family
Account Manager (Group Benefits)
Position Description
We currently have an opportunity for an Account Manager in our Group Benefits Department. This position is responsible for providing exceptional service and support of current and prospective clients, carriers, team members and Advisors for groups of 2 – 99 lives. This position would also provide administrative support for Account Managers servicing larger groups of 100+ lives.
Additional duties may include:
- General marketing for group renewals and implementations such as updating census requests, application set up/completion, requesting information from groups & submission to carriers, creation/editing of Employee Benefit Guides for employee meetings.
- Complex marketing for group renewals and implementations such as requesting/reviewing claims data, understanding marketing and spreadsheets of more complex plan designs and when to request add-ins based on advisor request/current client benefits.
- Review and analyze client coverage levels to ensure they meet client needs; recommend changes as needed.
- Prepare quotations, proposals and coverage summaries to provide exceptional care to customers.
- Prepare and submit coverages, renewals and submissions to carrier marketplace according to established procedures.
- Follow through on all inquiries, requests, and submissions to ensure timely receipt and response.
- Verify accuracy of proposals, issued policies/certificates/booklets; provide communication and documentation to client with appropriate correspondence.
- Provide support to Advisors to include cross-selling and upgrading opportunities.
- Request, create, and/or assemble marketing & communication materials as requested by Advisor.
- Communicate effectively and courteously to clients, employees, and carriers via telephone, email, or in person, when required, regarding benefits, enrollment and service inquiries.
- Provide client training on enrollment and implementation procedures, including online application software, when utilized.
- Perform general office duties including answering phones, making copies, preparing faxes etc.
- Maintain and update activity records in agency management system according to current process and procedure (including requesting plan documents from carriers & imaging into database).
- Perform additional duties as requested by Advisor, management or team members.
Position Skills and Requirements
Associates degree, equivalent college coursework, or equivalent experience in the insurance industry preferred. Must have a Missouri Life & Health Producer License, or willingness to obtain. Implementation experience with partner online enrollment portal providers, including renewal implementation, open enrollment and general trouble shooting preferred.
The ideal candidate will have knowledge of current life & health insurance regulations including COBRA, FMLA, ERISA, FSA, HRA, HSA, ACA, and other legislation; strong communication skills; ability to work well independently as well as in a team environment; strong attention to detail; and the ability to multi-task in a paperless environment.
To Apply
Candidates may complete an employment application at 2274 E Sunshine, Springfield, MO 65804, complete the online application ollisakersarney.com, or email a resume to [email protected].
Part-Time Position – Executive Administrative Assistant to the CEO
Position Description
We currently have an opportunity for a position working 20 hours a week in the mornings M-F. This position provides high-level administrative support to our Chief Executive Officer (CEO).
Additional duties may include:
- Assist CEO with administrative tasks including email, agendas, presentation review and meeting scheduling.
- Assist CEO with preparation for and execution of administrative tasks related to quarterly State of the Agency and Board of Directors meetings.
- Answer and direct telephone calls to appropriate agency personnel, as needed.
- Greet clients, vendors, and visitors as needed as the backup for the Receptionist in the Springfield location.
- Provide excellence in customer service to clients, prospective clients, vendors, and visitors as well as internal staff.
- Perform additional clerical and other duties as requested by the CEO and the VP of Claims & Administration.
Position Skills and Requirements
Proven experience in administrative support roles supporting senior management/executive positions required. Bachelor’s degree in business administration, communications or related field or equivalent experience in the insurance industry preferred. The ideal candidate will have strong professionalism, exceptional written and verbal communication skills, and the ability to be decisive, use good judgement, and take initiative. Strong technology skills are a must.
Seasonal Help – Account Manager Medicare Products
Position Description
We currently have an opportunity for an Account Manager in our Medicare Products Department. This position assists the Department during Medicare Open Enrollment Season and performs the essential functions of the position, which include providing exceptional service and support of current and prospective clients, carriers, and the Department Lead/Advisor.
Additional duties may include:
- Provide excellence in customer service to existing and prospective client base as well as internal staff.
- Review and analyze client coverage levels to ensure they meet client needs; recommend changes as needed.
- Prepare quotations, and coverage summaries to provide exceptional care to clients.
- Follow through on all inquiries, requests, and submissions to ensure timely receipt and response.
- Verify accuracy of proposals, issued policies; provide communication and documentation to client with appropriate correspondence.
- Provide administrative support to Advisor/Department Lead as required, including data entry, adhering to all Medicare Supplemental Insurance requirements.
- Request, create, and/or assemble communication materials as requested by Lead/Advisor.
- Communicate effectively and courteously to clients, employees, and carriers via telephone, email, or in person, when required, regarding benefits, enrollment and service inquiries.
- Provide client training on enrollment and implementation procedures, including online application software, when utilized.
- Coordinate meetings on behalf of Lead/Advisor and coordinate Medicare supplement educational seminars on behalf of Lead/Advisor.
- Assist with ensuring department employees have appropriate training, licensing and certifications.
- Perform general office duties including answering phones, making copies, preparing faxes etc.
- Maintain and update activity records in agency database according to current process and procedure (including logging and recording of calls and logging of meetings).
- Perform additional duties as requested by Lead/Advisor, management or team members.
Position Skills and Requirements
Two or more years in insurance related industry preferred. Must be a licensed Missouri Life & Health Producer. AHIP professional certification required. The ideal candidate will have strong knowledge of current Medicare insurance regulations. Ability to communicate well and have proficient technology skills.