402 Account Manager I Jobs in Miami, FL
Warner Pacific Insurance Services is Hiring an Account Manager I Near Miami, FL
Overview Of ResponsibilitiesSuccessfully completed the required basic training. Able to perform all job functions independently, including but not limited to:
- Responsible for managing 150 -200 accounts with a group of 1-30 lives, keeping track of your accounts. Ability to manage multiple customer relationship management (CRM) systems. Develop and establish a rapport with clients and account managers at agency/producer offices.
- Respond to co-worker and customer questions in a clear and effective manner via telephone and written correspondence regarding enrollment, benefit, eligibility questions
- Assist clients with renewal analysis, assess clients’ needs, identify gaps, and run appropriate marketing exhibits to ensure we meet clients’ expectations. May require additional research
- Interpret and explain policies, benefits, guidelines, etc. to customers. It may require limited research or guidance from co-workers, specialists, managers, and/or service providers.
- Operate internal and external computerized systems to obtain and extract information, documents, activities, and changes for tracking, information gathering, and troubleshooting.
- Thoroughly document inquiry outcomes for accurate tracking and analysis.
- Receive and place follow-up telephone calls or e-mails within 4 hours at a maximum to answer routine customer questions.
- Develop and maintain positive customer relations. Coordinate with various departments within the company to ensure customer requests and questions are handled appropriately and in a timely manner.
- Research and analyze data to address operational challenges and customer service issues.
- Provide external and internal customers with requested information.
- Serve as a liaison between the customer and service providers.
- Requires robust knowledge of company services, products, insurance benefits, provider contracts, and claims.
- Identify, understand, and respond to the needs and expectations of coworkers and customers.
- Provide backup in other areas within the department/company as needed/requested
- Other activities as assigned
- Treat all employees and customers fairly and with respect. Consistently communicate with other employees in a dignified, positive fashion in order to encourage and achieve maximum performance results
- Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment, and discrimination prevention
- Ability to constructively provide guidance to coworkers when they encounter difficult or complex problems.
- Embrace change with a positive attitude and motivate others in the department to do the same
- Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance
- Continually evaluate the work environment, identifying areas where assistance is required, and opportunities for process improvement exist
- Maintain and foster positive, open communication channels with all coworkers and customers
- Assist and/or train coworkers and external customers in skill/knowledge development
- Complete assignments as assigned and on time unless otherwise agreed to
- Independently seek out additional work from current or other departments as time permits
- Positively participate in other projects/activities as assigned
- Minimum of a High School Diploma; advanced education or degree preferred
- Must maintain FL Life & Health License by timely renewing and completing all required Continuing Education courses.
- Minimum 1-year prior experience as an Account Manager or prior insurance experience resulting from a combination of education and/or experience that would provide an equivalent background in terms of insurance knowledge and experience is desired
- Excellent written and oral communication and interpersonal skills
- Ability to understand and demonstrate the use of computer system, computer programs, and office equipment as necessary, including the ability to type a minimum of 30-35 wpm and proficiency in the use of a 10-key
- Ability to work on-site (in the office) a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management
- Ability to attend interoffice meetings
- Ability to work overtime, holidays, and weekends as requested by senior management
- May require occasional in/out of state multi-day travel
- High-level planning, organizing, and time management skills
- Proven ability to analyze and resolve mathematical discrepancies
- Demonstrated ability to maintain a pleasant, cordial, and professional demeanor when negotiating with coworkers and customers, especially when dealing with a heated situation
- Demonstrated ability to successfully prioritize and remain calm when faced with requests, demands, and deadlines
- Ability to sit for long periods of time, lift a minimum of 5 pounds, file, sit, stand, bend, reach, pull
Job Summary
Full Time
Insurance
$83k-111k (estimate)
06/21/2024
08/20/2024
warnerpacific.com
GREENWOOD VILLAGE, CO
100 - 200
1984
Private
JOHN KURATH
$10M - $50M
Insurance
Related Companies
About Warner Pacific Insurance Services
Warner Pacific provides free pre- and post-sale support to insurance brokers who market health insurance and related coverages.
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