Benefits Account Manager
|
Department: Alabach Unit FLSA: Exempt Reports to: Steve Alabach |
POSITION SUMMARY
Demonstrate an
effective and efficient use of workflow procedures by properly conducting the
sale and installation of all benefit products.
Provide both group and individual benefits support. Possess the expertise to assist the Producer
in achieving the level of service refquired by his/her clients.
JOB DUTIES/ESSENTIAL
FUNCTIONS
1.
Maintain
complete client files in Applied by following Crane workflow procedures.
2.
Manage all
aspects of the clients’ benefit policy.
This includes quoting, creating
spreadsheets and/or proposals, and handling the renewal. Manage all servicing aspects which include answering
insured questions, meeting with clients, and assisting with
claims/billing/enrollment issues.
3.
Attend
training sessions sponsored by the insurance carriers as well as meet with
insurance carrier representatives to maintain communication and stay current
with changes to products, commissions, and/or procedures.
4.
Update
Producer of any changes to a carrier’s products, commissions, and/or procedures.
5.
Keep updated
carrier files for unit.
6.
Read trade
publications to stay apprised of current trends within the benefits arena.
7.
Call clients 3
months after enrollment/renewal to keep lines of communication open.
8.
Call clients 3
months prior to renewal to discuss upcoming renewal and options.
9.
Execute follow
through to make sure projects are done accurately and timely.
10.
Keep open
communication (share information) with teammates; be a team player.
11.
Prompt and
reliable attendance required.
NONESSENTIAL
FUNCTIONS
1.
General filing, which may require reaching and lifting.
2.
Perform other duties as assigned.
POSITION REQUIREMENTS
Education/Experience: A
college degree or equivalent in a related field; must have prior experience
with an insurance brokerage agency or a benefits carrier.
Licensure/Certification: Must
have current Life and Health license held in
Personal Characteristics: Candidate
must be outgoing and friendly; must be adaptable to a fast paced environment;
candidate must be detail oriented, organized, and able to multi task.
I have read and
understand the Benefits Account Manager job description and can perform the
essential functions with or without reasonable accommodation. Nothing in this job description restricts
management’s right to assign or reassign duties and responsibilities at any
time. This job description reflects
management’s assignment of essential functions but does not prescribe or
restrict the tasks that may be assigned.
Further, I understand
that this job description in no way constitutes a contract of employment or
restricts the rights of the Charles L. Crane Agency Company as an “at-will”
employer under
Signature of Employee Signature
of Supervisor
Date Date