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INSURICA · 2 days ago

Employee Benefits Account Manager

Oklahoma City, OK

Full-time

Hybrid

Entry, Mid Level

2+ years exp

INSURICA is seeking an Employee Benefits Account Manager to assist clients with their service needs and manage existing accounts. The role involves marketing new and renewal accounts, ensuring compliance with company requirements, and maintaining high service standards for clients.

CommunitiesFinancial ServicesInsurance

Senior Management

Responsibilities

Responsible for marketing new and renewal accounts at the direction of the producer

Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review loss experience

Keep a record of each account marketed, the carriers used, and the current status

Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets

Review and verify correct rates and premiums for requested coverage on new and renewal accounts

Develop agency relationships with existing companies

Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines; invoice premium transactions as they occur

Maintain an effective suspense file on outstanding orders, correspondence, reports, and follow up on overdue and suspense items; maintain expiration control log

Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)

Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (includes Newsletter)

Respond to phone calls from clients and companies and comply with the request and/or refer to the producer; assist the client in resolving claim issues

Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution

Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business

Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

Process all daily mail in a timely manner

Maintain a weekly log of new business submitted, quotes issued, and policies written, which will be coordinated with management using agency reporting systems

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Qualification

LifeHealth insurance licenseInsurance market knowledgeAgency management systemsFinancial services underwritingTeam environment promotionInterpersonal skillsEffective communicationSelf-motivated