What are the responsibilities and job description for the Employee Benefits Associate Account Manager position at The Juris Agency?
Job Description
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
The Associate Account Manager is responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.
Benefits
Paid Time Off (PTO)
Work from Home
Vision Insurance
Dental Insurance
Health Insurance
Life Insurance
Disability Insurance
Evenings Off
Retirement Plan
Career Growth Opportunities
401K
Responsibilities
Provides prompt, courteous, knowledgeable service to customers.
Performs all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
Guides clients through the renewal process and submits timely requests to carriers.
Develops complete client information and applications for renewal business under the direction of the Producer, Customer Service Manager, and / or Account Executive.
Prepares and delivers quotes, proposals, endorsements, and other policy-related documents to clients in a timely manner.
Maintains electronic files with proper records according to company procedures. Documents customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Processes client applications, documents, and paperwork.
Identifies rounding opportunities.
The individual holding this position must be able to handle multiple tasks and prioritize effectively.
The ability to complete tasks with accuracy, efficiency, and speed is important.
Occasional travel throughout California may be required.
Requirements
2 years of employee benefit insurance experience.
Associates Degree in Business Administration or equivalent experience.
Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.).
Superior customer service skills.
Excellent verbal and written communication.
Bilingual skills are a plus.
Experience with working with or volunteering for nonprofits is a plus.
Possession of a valid California Life / Health and Life Only licenses.
Possession of a valid CA Driver’s License by the date of hire, satisfactory driving record, and appropriate insurance.
Located in California.
In order to be considered for the open position , please complete the assessment via the provided link below.
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