Be an early applicantLess than 25 applicants

Company

Players Health · 8 hours ago

Account Manager

Dallas, TX

Full-time

Remote

Mid Level

$70K/yr - $100K/yr

3+ years exp

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Health CareInsurance

No H1B

Insider Connection @Players Health

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Responsibilities

Responding to customer inquiries via clients’ preferred communication of choice, email, telephone, or in person.

Maintaining client relationships and where applicable identifying upselling and cross-selling opportunities for other Players Health products that the customer does not currently enjoy.

Processing new business transactions and policy changes in the company portal or broker management system for digital advertisements.

Reviewing policies and ensuring adequate coverage based on client’s individual needs.

Resolving customer concerns and disputes

Updating assigned producers’ sales opportunities in the customer relationship management system (Hubspot, Salesforce, Veruna, Agency).

Responsible for reviewing renewals and determining if coverage is suitable or if any changes or upgrades should be offered.

Administering daily client file activities for new and existing clients in a paperless environment.

Contact insurance companies in a timely fashion for any late renewals, endorsements, or any other documentation as required.

Process endorsements, new business, cancellations, and reinstatements.

Represent the brokerage by participating in industry functions and trade shows.

Self-starter who is comfortable taking initiative

Ensure accurate and timely invoicing of clients, as well as following up on past due customer accounts

Work within a brokerage team and cross-departmentally to continuously nurture intercompany collaboration and working relationships.

Align with and embody our company core values (Mission First, Operate Like Owners, Go Beyond, Service, Virtue First)

Identify areas for continuous improvement of processes to increase operational excellence

Demonstrate responsiveness and urgency to customers, as well as internal communication with colleagues within and across departments.

Some travel required

Other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance LicenseInsurance ExperienceBroker ExperienceMicrosoft OfficeSlackProactive CommunicationYouth Sports Knowledge

Required

Currently holds a state insurance license and is in good standing Must have current insurance license

3+ years of insurance experience is required

2+ years of experience as a licensed broker

2+ years experience working in an insurance brokerage

Demonstrated ability to communicate effectively with clients, both verbally and in writing

Excellent interpersonal, organizational, and time management skills

Maintains a positive attitude and is a team player

Demonstrated analytical and decision-making abilities

Demonstrated adaptability, resilience, and excitement about change

Strong emotional intelligence skills.

Demonstrated excellence in proactive verbal and written communication skills.

Excellent interpersonal, negotiation, and conflict-resolution skills.

Excellent organizational skills and attention to detail.

Excellent time management skills with a proven ability to meet deadlines.

Ability to act with integrity, professionalism, and confidentiality.

Proficient with Microsoft Office (Suite & 365) and Slack or related software and the ability to learn new technology

Ability to travel occasionally for customer visits, team events, collaboration, engagement, conferences, or customer visits

Must have a dedicated safe and secure remote work environment

Must have the ability to work and be productive in a remote work environment

Exceptionally self-motivated and ability to work autonomously

Proactive communicator in all communication methods, including email (Outlook), verbal (in-person & phone), instant messaging (Slack & Teams)

Willingness and ability to attend virtual meetings with camera on – we respect that there are times when employees may need to turn their camera off. We also have a great culture and want to engage with you! By regularly using cameras, we form connections and get to know each other, as well as promoting positive and respectful interactions amongst colleagues.

Located in or willingness to work on Central or Eastern Time Zone

Must be 18 or older

Work location must be in the United States

Must have unrestricted work authorization to work in the United States