ELLIOTT POWELL BADEN & BAKER INC

Job Description

Exempt/Non-Exempt: Non-Exempt - Full Time/Salary

Reports to: Benefits Department Manager

General Position Summary:

Essential Functions/Major Responsibilities:

• Provides technical support and service to agency’s Benefits client base for group or

individual coverage.

• Works in conjunction with Sales Executive or independently to market new and renewal

benefit insurance including gathering census information to obtain quote from carriers.

• Verifies quotes and insurance policies or changes for accuracy.

• Prepares enrollment materials, rate sheets and proposals for presentation to clients.

• Ensures that documentation and information in agency data base is precise and detailed

according to agency procedure and insurance protocols.

• Adheres to agency customer service standards and office procedures in all areas of

operations.

Secondary Functions:

• Accompanies Benefits Sales Executive on client calls when requested.

• Stays informed regarding industry and carrier information, new product information,

legislation, coverages and technology.

• Other duties as may be assigned by Manager.

Job Scope:

Performs duties independently under direct supervision of the Benefits Manager in conjunction with the EPBB procedures manual. Decisions are made within prescribed operating guidelines, policies ,and procedures.

Supervisory Responsibility:

This position is not supervisory in nature, however, Account Manager may be requested to help train or instruct co-workers that are less experienced with various aspects of technology,

procedures or insurance knowledge.

Interpersonal Contacts:

Account Manager must be able to interact with others effectively by utilizing good

communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Account Manager works in a team environment that includes a close working relationship with one or more Sales Executive.

Contact with customers is in writing or telephone. Account Manager meets in person with customers as needed.

Account Manager maintains a positive working relationship with Company Representatives and Underwriters.

Specific Job Skills:

• Understand and navigate various computer software programs

• Problem solving skills

• Time management skills.

• Ability to understand and retain details pertaining to insurance coverage

• Ability to interpret insurance coverage forms

• Professional appearance, behavior and communication

• Professional communication both verbal and written

• Interpret and follow written procedure

• Ability to analyze business operations as related to benefits insurance needs • Ability to maintain high level customer service

Education and/or Experience:

An Insurance License and related work experience in the field of life and health insurance is required. Knowledge or background analyzing life and health insurance coverage is helpful.

Job Conditions:

Working conditions include work inside the office, and will occasionally require some travel tomeet with clients at their office location(s). Attending continuing education classes will require time away from office.

When working from home, conditions are maintained equal to working in the office.

Requires physical ability to sit and operate a computer for long periods of time, which includes fingering, repetitive small motor activity, grasping, stooping, standing lifting light objects under 10 pounds

Requires physical ability to sit and operate a computer for long periods of time, which includes typing, repetitive small motor activity, grasping, stooping, standing lifting light objects under 10 pounds

Requiresfieldofvisiontobeadequatetoobserveupanddownorrighttoleftwhileeyesare fixed on a given point.

Requires verbally communicating detailed and important information to others quickly and accurately.

Requires hearing and understanding detailed information from others.