Group Benefits Account Manager
Full Time • Fully Remote - US
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Donation matching
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- Wellness resources
Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows.
Essential Duties and Responsibilities:
- Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person.
- Deliver and explain policy coverage and recommend additions/changes to client insurance programs.
- Obtain signed applications from clients in accordance with agency and insurance company requirements.
- Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows.
- Resolve issues related to client billing.
- Make changes to client policies and add/delete coverage as requested by the client.
- Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly.
- Quality check and thoroughly review of all policies received from insurance carriers.
- Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies.
- Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines.
- Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures.
- Assist the Account Manager and Sales Executive in processing new business and renewals through application assembly, setting up files, assembling proposals, etc., in accordance with agency standards.
- Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.
- Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations.
- Perform other duties as requested.
Core Competencies:
- Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.
- Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
- Be able to conduct business analysis and interpret reports.
- Exhibit a personal commitment to develop insurance knowledge.
- Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.
- Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.
Education/Experience:
- Proficient in Microsoft Office Suite with experience working in an agency management system preferred.
- Demonstrate expertise in coverages, underwriting, rating and risk management.
- Demonstrate in-depth knowledge of group benefit policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential.
- Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate.
- High School Diploma; College Degree Preferred in addition to 3+ year’s insurance agency experience.
Certificates and Licenses:
- Possess a Life and Health license or obtain within 90 days of employment.
- Insurance designation or working toward insurance designation – (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.
We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees.
Some benefit highlights are:
- Bearing offers medical, dental, and vision insurance.
- Many employee paid benefits with option to buy up: STD, LTD, Life Insurance
- 4.5% 401k company match
- Wellness Incentives
- Free memberships to wellness programs.
- Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance.
Your well-being is our priority, and we are committed to providing you with a benefits package that supports your overall health, happ
This is a remote position.
Compensation: $40,000.00 - $65,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)