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Group/Life Account Manager - Ft. Worth, TX
QuestPro Fort Worth, TX
$67k-90k (estimate)
Full Time 2 Days Ago
Save

QuestPro is Hiring a Group/Life Account Manager - Ft. Worth, TX Near Fort Worth, TX

Group Life and Health Account Manager needed in Ft. Worth, TX for a Specialty Insurance Agency.
Temp To Hire
Essential Job Functions
  • Service and reconcile all aspects of the TSCRA custom plans
  • Process and post premium payments
  • Reconcile all related accounts on all lines of coverage
  • Run and maintain daily, weekly, and monthly reports
  • Process cancellations, refunds, collections, bank drafts and invoicing
  • Commission tracking
  • Maintain and update renewal rate tables
  • Print and mail renewal letters
  • Reconcile monthly payments made to insurance carriers
  • Post and reconcile daily bank drafts
  • Quote, consult and remit individual applications to insurance carriers
Other Job Functions
  • Assist with team departmental projects
  • Meet weekly with executive director to discuss the week’s activity
  • Acquire and apply industry knowledge quickly
  • Develop and maintain customer relations
  • Assist on difficult judgment calls and settle issues or complaints
  • Foster and maintain relationships with carrier contacts
  • Predict customer expectations and maintain sensitivity to issues or complaints
  • Fulfill other duties as assigned by the executive director of insurance services
  • Assist on Client Service Manager Responsibilities as needed
  • Attend annual TSCRA convention
  • Special Projects
This position description is intended to convey the general nature and work responsibilities of the position. This position description and the duties of this position are subject to change, modification, and addition as deemed necessary by the TSCRA. Employees are required to comply with supervisory instructions and perform other job duties, responsibilities and assignments requested by executives, managers and other TSCRA officials.
REPORTING RELATIONSHIP
Reports directly to TSCRA executive director, insurance services
Requirements
  • Must be able to work hours with flexibility
  • Must be able to be in the Fort Worth office as required-(Hybrid position)
  • Must have superior math and language skills
  • Must have exceptional phone skills
  • Must have excellent judgment
  • Admirable attention to detail
Qualifications
  • High School or equivalent
  • Current Group I Life and Health License as required by the state of Texas
  • Working knowledge of Microsoft Programs, Salesforce, ten key, letter writing, phone skills
  • Insurance background preferably in both individual and group products

Job Summary

JOB TYPE

Full Time

SALARY

$67k-90k (estimate)

POST DATE

06/29/2024

EXPIRATION DATE

07/26/2024

WEBSITE

questpro.com

HEADQUARTERS

Dallas, TX

SIZE

50 - 100

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