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