We currently have an opportunity for an Associate Account Manager for the Employee Benefits department in our Springfield location. This position is responsible for providing exceptional service and support of current and prospective clients, carriers, team members and Advisors. This position requires 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.
Additional duties may include:
- Provide excellence in customer service to existing and prospective client base as well as internal staff.
- General marketing: RR folder creation, updating census requests, fully-insured marketing to carriers, spreadsheet creation/updates, Easy Apps set up/completion, requesting renewals from carriers, renewal paperwork request from group & submission to carriers, implementation paperwork from group to carriers, creation/editing of Employee Benefit Guides for employee meetings and renewing plans in AMS/ImageRight.
- 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, as requested.
- Accurately create and edit Employee Benefit Guides for open enrollment meetings, as requested.
- Update database with information (including requesting plan documents from carriers & imaging into database).
- Communicate effectively and courteously to co-workers and vendors via telephone, or in person, when required, regarding benefits, enrollment and service inquiries.
- Prepare Client Compensation Disclosure documents, as required.
- Provide online application software assistance, 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.
Experience: Associate’s degree or equivalent college coursework in business or a related field preferred. Two plus years of experience in a professional environment is preferred. Life and Health License Preferred or ability to obtain within the first six months of employment is required.
Candidates may obtain an application from our website and submit their resume and/or completed application to [email protected].