What are the responsibilities and job description for the Benefits and Health Small Group Account Manager position at Insurance Partners Agency LLC?
Description
Our Agency
- SeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100 years of history and the hard-working people of SeibertKeck Insurance Partners.
- Recognized by Insurance Business America as a Top Insurance Employer and Top Insurance Workplace as voted on by industry peers and agency associates. We have been identified as one of the Top 100 independent insurance agencies by Insurance Journal and a top Northeast Ohio agency by Crain’s Cleveland Business.
- Our agency was founded in Akron, OH in 1910 and has grown to over 160 employees across 19 locations in Ohio and Florida.
- Our competitive advantages include regional specialization, client education focusing on risk prevention not reaction, access to regional, national, and international insurance markets, boasting a reliable in-house claims service team.
- SeibertKeck Insurance Partners goes beyond premium by reducing costs through proprietary, specialized risk management and loss control processes, negotiating best rates through relationships across varied insurance markets, driving the claims process with reliable, around the clock service partners.
Job Summary
The Health and Benefits Account Manager is a licensed agent responsible for providing customer service, policy maintenance, coverage placement, probable resolution and retention of individual and group health accounts. This role requires a thorough understanding of health products and state and federal laws that regulate health insurance.
Responsibilities
- Provide technical support to Producers for new business development by providing all quotes, materials and presentations as necessary.
- Must be knowledgeable in the products he/she represents through carrier contacts and updates.
- Keep current with compliance issues and legal mandates as such pertains to benefits and Human Resources.
- Establish relationship with client;
- Process policy changes and new business submissions;
- Obtain quotes for group health, dental and vision coverage for small and large groups;
- Review all proposals for accuracy;
- Prepare new business presentations, including excel spreadsheets as necessary;
- Ensure all necessary underwriting requirements are obtained;
- Check policies for accuracy prior to delivery to producer of client;
- Attach documentation of all interactions with client and maintain the client account on the AMS/ Benefit Point system.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, handicap, age or any other characteristic protected by law.
Requirements
- High school diploma or GED required; college degree preferred.
- Professional designation preferred.
- Minimum of 5 years of experience in group health, dental and vision sales both in an Account Manager and supportrole in an Agency environment.
- Demonstrated working knowledge of Microsoft products, with proficiency in Excel.
- Prior experience with BenefitPoint, AMS-360 a plus.
- Must have active Life and Health license in the State of Ohio.
- Analytical and decision-making skills.
- Professional demeanor.
- Ability to demonstrate effective presentation skills through both verbal and written communication.