What are the responsibilities and job description for the Employee Benefits Associate Account Manager position at CalNonprofits Insurance Services?
Associate Account Manager is responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.
Benefits
Hourly Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Vision Insurance
Dental Insurance
Health Insurance
Life Insurance
Disability Insurance
Evenings Off
Retirement Plan
Career Growth Opportunities
401K
Responsibilities
- Provides prompt, courteous, knowledgeable service to customers
- Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
- Guides clients through the renewal process and submits timely requests to carriers.
- Develop complete client information and applications for renewal business under direction of the Producer, Customer Service Manager and / or Account Executive.
- Prepare and deliver quotes, proposals, endorsements, and other policy related documents to clients in a timely manner.
- Maintain electronic files with proper records according to company procedures. Document customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Process client applications, documents, and paperwork.
- Identify rounding opportunities
- The individual holding this position must be able to handle multiple tasks and prioritize effectively.
- The ability to complete tasks with accuracy, efficiency and speed is important.
- Occasional travel throughout California may be required.
Requirement
https : / / platform.totalcsr.com / apply / a02Ro000009A41xIAC
Salary : $26 - $35
