What are the responsibilities and job description for the Employee Benefits Account Manager position at Superior Insurance Partners?
Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company’s mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform.
Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved.
The Employee Benefits Account Manager (AM) will provide day-to-day service to policyholders, fellow employees, and insurance carriers. The AM is responsible for helping their team achieve growth and retention objectives by providing timely, accurate and professional service to all customers.
Responsibilities:
- Process applications for, changes to, reinstatement of, and cancellation of insurance policies.
- Reviewing insurance applications to ensure that all questions have been answered
- Changing policy records to conform to insured party's specifications
- Compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies
- Prompt response to requests for information from the customer, adjuster, or appraise
- Assist with coverage, marketing letters, and overflow phone calls
- Cross-sell and up-sell when talking with clients
- Quoting when needed on policy changes, new business and remarketing
- Establish and maintain good working relationships with carrier
Education/Experience:
- High School Diploma, College Education Preferred
- 3 Years’ Experience in Employee Benefits Account Management Preferred
- Current Life/Health License Preferred and/or no negative history to have a declined license
