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Posted: Monday, January 15, 2018 5:05 PM

Job Description:/h3:
The Account Manager is responsible for assisting group clients with service needs, making changes to existing accounts, meeting service and sales standards, as well as upholding the quality and service standards developed by the agency. The account manager will also act as a liaison between client and insurance company, recognizing the clients exposures and needs and securing coverage (as directed by the group benefits advisor/producer) to adequately protect the client. This position will provide assistance to the producer in the handling, processing, and marketing of new and renewal group business. This position also includes the daily responsibility of managing the workload via the Benefit Point Agency Management system. This requires the ability to work in a fast paced, high interruption, high volume workload environment.
ESSENTIAL FUNCTIONS:
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Make client visits with when requested, and accept visits with clients in our office as required.
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Assist in marketing renewals following agency standards by contacting insured for updated renewal information at least ninety (90) days in advance. Assist producers as directed during renewal process.
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Re:market renewals, contact clients, create renewal proposals, prepare spreadsheets for plan options, and handle other renewal activities in coordination with the producers.
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Conduct open enrollment meetings which may include travel.
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Assist clients with COBRA and FMLA administration.
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Request renewals, endorsements and other needed data from the
carriers and clients. Solicit advisors/producers assistance when
necessary in order to issue coverage in a timely, efficient manner.
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Check new and renewal benefit plan contracts and summaries of
coverage per guidelines for accuracy in rating, coverage and general
proofing.
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Assist clients with service needs making changes to existing or new
accounts, answering coverage questions and providing documentation of
the changes to them.
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Work with the carriers and producer(s) to ensure clients requests are
handled properly.
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Prepare proposals and complete applications in coordination with producer(s), submit applications to eligible and appropriate carriers; obtain client signatures on all applications; follow up to ensure timely receipt of quotations and benefit plan contracts.
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Prepare summaries of insurance, schedules and proposals as needed for account review.
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Determine reasons for requests for cancellations; act to save accounts; notify producer(s) according to agency standards.
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Participate in seminars and other training opportunities to maintain required licenses and for knowledge/skill development.
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Keep
advisor/producer(s) fully informed of important activities on their accounts.
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Perform other duties as requested.
MARGINAL FUNCTIONS:
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Inform and educate clients about plan coverage, changes, exclusion and insurance coverage needs.
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Provide training to others as requested.
KNOWLEDGE, SKILLS AND ABILITIES:
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Must be a self:starter, imaginative and creative with good communication skills both verbal and written.
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Strong problem solving, analytical, and organizational skills required. Ability to establish relationships crucial.
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Must be able to perform in a fast:paced, multi:tasked, high disruption environment.
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Should have thorough understanding of underwriting and plans/coverage.
OTHER REQUIREMENTS:
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Maintain Life and Health License and comply with continuing education regulations.
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College degree preferred.
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Minimum of 3 years experience required.
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Knowledge of rating procedures, coverage, and industry operations to
effectively manage and maintain business/accounts.
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Full knowledge of insurance markets and reference to markets.
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Requires occasional travel.

Company Description:/h3:
Independent Commercial Insurance Brokerage

Source: https://www.tiptopjob.com/jobs/76627088_job.asp?source=backpage


• Location: Chicago

• Post ID: 86913597 chicago
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