What are the responsibilities and job description for the Benefits Account Manager position at InsuranceHub Leavitt Agency?
Benefits Account Manager
Atlanta/Lawrenceville
Life, Accident, and Health Insurance License Required
Type: Full Time
InsuranceHub is a well-respected national insurance agency that was established in 1985. We are now at 64 employees and growing. Our aim is to use technology to make our agents and our customers lives easier. Our model has proven to be successful year after year and we are searching for the right candidate to share in this success.
Who might be a perfect candidate?
- Could be that you need a career that provides full benefits and a matching 401k?
- Maybe you work for a carrier and want to expand your career?
- Maybe you work for a smaller agency and you are still doing open enrollments on paper?
We are the agency for you. Please take a look at our online reviews on Google and Trust Pilot. Also, feel free to reach out to our employees on LinkedIn and ask them how they like it here. We encourage you to research InsuranceHub and see what we are all about. We are employee focused, family focused (often times kids and pets join in on our weekly meetings to say hi!) and really good at what we do.
Provide account management and technical support for the Employee Benefits Producer and Senior Account Executive in processing and servicing all lines of employee benefits insurance in accordance with the objectives and procedures outlined by the Employee Benefits Department.
Essential Functions and Primary Duties
- Provide service delivery to an assigned block of clients
- Resolve moderately complex* customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
- Escalate client concerns when appropriate
- Assist client services management in conducting client meetings as needed
- Inputs data into appropriate software for vendors/carriers/clients within required timeframe
- Coordinate employee communications for enrollment
- Participate with new client set-up, renewals, and open enrollment meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Ensure that all internal controls and procedures are followed
- Generate client interest in additional lines of coverage
- Additional responsibilities as assigned
Preferred Qualifications and Skills
- Life, Accident, and Health Insurance License Required
- Open Enrollment and renewal experience
- Experience managing an employee benefits book of business
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
- Possess the ability to perform work in a dependable, consistent, and timely manner.
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
- Implementation of Wellness Programs
- Strong excel skills
- Data File transmittal skills