What are the responsibilities and job description for the Small Group Account Manager position at Cross Insurance?
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SMALL GROUP ACCOUNT MANAGER
DIVISION: EMPLOYEE BENEFITS
REPORTS TO: Head of Small Business, Maine
STATUS: FULL-TIME; EXEMPT
POSITION PURPOSE
Initial point of contact for employer groups/employees on escalated service-related issues. Foster long term relationships between Cross Benefit Solutions, our clients, and their employees. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Build solid partnership with Producers, Account Executives and Account Service Representatives. Make a positive contribution to the overall success of the Cross Benefit Solutions team.
RESPONSIBILITIES
ESSENTIAL FUNCTIONS:
- Account Management
- Plan Renewals
- General Account Management Questions
- Renewal Delivery
- Account Rounding
- Compliance
- Carrier Negotiation
- Plan Shopping
ADDITIONAL RESPONSIBILITIES:
Attend and complete any training sessions or assignments as required. Adhere to client service standards of the department and agency. Perform other tasks on projects as needed/assigned. Complete tasks in Brokerage Builder, file maintenance.
QUALIFICATIONS REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- College degree preferred, however at a minimum a high school diploma or equivalent degree and at least three years of experience in employee benefit account management, or equivalent combination of education and experience.
- Maine agent’s license in Health and Life.
- Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
- High level of patience and empathy while working under pressure.
- Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required. Knowledge of Power Point preferred.
- Demonstrated ability to compose clear and accurate routine and non-routine correspondence.
- Proficient in Adobe
- Ability to learn multiple new web applications for data entry
- Proficient in managing projects
- Strong organizational skills, high attention to detail, responsive and self-motivated.
- Familiarity with the health insurance industry and New England carriers preferred.
- Team player and task oriented.
- Possesses a bias for action and avoids workplace distractions.
- Ability to lift to 25 lbs
