What are the responsibilities and job description for the Group Benefits Account Manager position at Mulling Insurance Agency?
Essential Duties & Responsibilities
Delivers excellent customer service with clients daily 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 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 educate clients on any plan design changes at renewal. Makes presentations at employee meetings.
Documents conversations and files by 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 online enrollment and HR platform
Other duties as assigned.
Job Requirements
Knowledge
Familiar with Employee benefits coverage parameters and terminology.
Knowledge of various coverages and different processes associated with coverages.
Skills
215 Life/Health License required
Strong written and verbal communication skills.
Must have strong attention to detail with excellent organizational skills.
Must be proficient in MS Office.
Agency management software skills are strongly preferred.
Must be able to work in a fast-paced environment.
Ability to take initiative and anticipate the needs of clients and the sales team.
Delivers excellent customer service with clients daily 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 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 educate clients on any plan design changes at renewal. Makes presentations at employee meetings.
Documents conversations and files by 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 online enrollment and HR platform
Other duties as assigned.
Job Requirements
Knowledge
Familiar with Employee benefits coverage parameters and terminology.
Knowledge of various coverages and different processes associated with coverages.
Skills
215 Life/Health License required
Strong written and verbal communication skills.
Must have strong attention to detail with excellent organizational skills.
Must be proficient in MS Office.
Agency management software skills are strongly preferred.
Must be able to work in a fast-paced environment.
Ability to take initiative and anticipate the needs of clients and the sales team.
Salary : $50,000 - $65,000
