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Insurance Management Services, Inc. · 3 months ago

Benefits Account Manager

Indianapolis, IN

Full-time

Onsite

Mid Level

Insurance Management Group is an independent insurance agency committed to positively impacting clients and communities. As a Benefits Account Manager, you will provide support to producers in servicing benefit accounts, ensuring exceptional client experiences and maintaining strong relationships with clients and insurance carriers.

Commercial InsuranceHealth InsuranceInsuranceLife Insurance

Senior Management

Responsibilities

Establish and maintain strong relationships with clients and insurance carriers to ensure long term consistent business growth

Provide exceptional customer service to clients and prospects

Respond to client inquiries and requests to resolve any related service issues promptly

Review benefit applications, policies, audits, cancellations, and reinstatements for completeness and accuracy

Prepare and deliver monthly claims reports and perform summary analysis to identify trends, address issues, and provide actionable insights to clients

Maintain agency management system with both written and verbal communication of all transactions

Submit benefit changes and cancellations to providers as needed

Handle phone calls from clients and benefit providers regarding benefits, claims, administrative issues, and either address the concern or refer to the appropriate contact

Utilize a task system to track and follow up on outstanding requests, correspondence, reports, and overdue items

Handle the quoting process from start to finish on new business

Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Conduct annual reviews and analysis of client benefit solutions, updating them as needed

Re-market client benefit accounts with other providers to ensure clients have optimal solutions

Grow existing benefit accounts through account rounding and offering additional coverage options

Follow HIPAA regulations and protocols in handling client and employee information, ensuring confidentiality and privacy are always maintained to protect sensitive data

Assist in training new account managers, be a resource to all team members

Help with projects and provide support to other team members while they are out

Qualification

LifeHealth Insurance LicenseCustomer ServiceAttention to DetailOrganization SkillsFast LearnerInterpersonal SkillsTime ManagementEffective CommunicationPositive Attitude