Licensed Employee Benefits Insurance Account Manager

Job Description

Job Description

Mulling Insurance Agency, Inc. was founded in 1957 by J. Foister Mulling. The company continues to be owned and operated by the Mulling family, including Jim Mulling (President), Kevin Mulling (VP of Operations), and Mark Spann (VP of Sales). The agency now consists of 45 team members proudly serving 10,000 businesses and individuals in Central Florida.

Mulling Insurance Agency provides quality personal, commercial, and employee benefits insurance products to individuals and businesses located within our trade area to help them achieve their financial security goals. Our staff will be dedicated to pursuing insurance knowledge and skills that will benefit our clients by providing them with current, accurate information about insurance products and delivering outstanding service that exceeds their needs and requests.

JOB SUMMARY :

The Employee / Group Benefits Account Manager is responsible for customer service and retention. They will act as a liaison between the client and the insurance company, recognizing the clients exposures and needs and working with the Producers to find solutions. They serve as the main point of contact for clients and their employees. Major job duties include assisting clients with service needs, preparing spreadsheets for plan comparison, processing documentation on new accounts and renewals, preparing enrollment materials, and ensuring that the benefits package operates efficiently.

This position requires the ability to work in a fast-paced, high interruption, high volume workload environment with minimal supervision and must be licensed with a 215 and experience in group benefits.

Benefits

Annual Base Salary Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Quarterly Bonus Opportunities

Home work equipment provided

401K

Quarterly Employee Appreciation Lunch

Team Meetings

Holidays off

Paid Holidays

Paid Volunteer Hours

Free Coffee

Casual Work attire

Dental Insurance

Evenings Off

Weekends off

Community Involvement

Disability Insurance

Christmas Bonus

CE classes reimbursement

Insurance Designation classes reimbursed

Responsibilities

• Group benefits experience
• Employee benefits experience..
• Delivers excellent customer service with clients on a daily basis by providing consistent, timely and accurate service. Resolves inquiries on service problems, billing and claims to ensure resolution to the client satisfaction.
• Reviews and analyzes client claims data for determining future plan design and pricing for both fully insured and self-funded plans. Analyzes and offers guidance on alternatives / strategies to meet client goals.
• Communicates and educates clients on any plan design changes at renewal. Makes presentations at employee meetings.
• Documents conversations and files in accordance with agency / department procedures to avoid potential Errors & Omissions situations.
• Works with Producer and / or the group directly to determine client goals and offer alternatives if applicable.
• Develops effective and productive insurance carrier and client relationships.
• Provides proposals for prospective new clients. Searches markets for compatible and competitive pricing.
• Coordinates external and internal implementations of new groups, as necessary.
• Reviews new and renewal policies received to be certain information and coverages are accurate.
• Updates Agency Management System with new and renewal information as necessary.
• Researches coverage questions / claims issues for clients. Prepares supporting documentation if necessary.
• Markets new or renewal business, when necessary.
• Prepare communication pieces for employees
• Become familiar with on-line enrollment and HR platform
• Other duties as assigned.
• Partial work from home schedule after 90 day period and successful performance review

Requirements

Licensing : A valid 215 insurance license is required, and having a Florida-specific certification is a plus.

Experience : Prior experience in Group / employee benefits is required.

Communication Skills : Excellent verbal and written communication skills are essential.

Customer Service : A strong focus on delivering outstanding customer support and satisfaction.

Problem-Solving : Ability to assess situations and offer appropriate solutions quickly.

Tech Proficiency : Comfortable using CRM software and other digital tools, along with MS Office

Team Player : Must work effectively within a team environment.

Adaptability : Ability to thrive in a hybrid work setting, balancing office and remote responsibilities.