What are the responsibilities and job description for the Employee Benefits Account Manager position at W H A INSURANCE AGENCY INC?
Job Details
Overview
WHA Insurance is seeking an Employee Benefits Account Manager to join our growing team. In this role, you will work closely with the Account Executive to provide knowledgeable and professional account manager services. The ideal candidate is personable and committed to providing an exceptional customer experience.
Essential Duties
- Provide day-to-day customer service on assigned accounts
- Answers calls from clients, prospects, and carriers reliably and professionally
- Markets new and renewal accounts to appropriate carriers to receive quotes
- Review quotes, policies, and endorsements for accuracy and completeness
- Process policy renewals and issue certifications
- Prepare sales information for customers such as proposals and policy summaries
- General account maintenance and data management
What is it like to work for WHA Insurance?
At WHA, we are hardworking, knowledgeable, and customer focused. We are passionate about the services we offer and work hard to ensure our passion is apparent with our clients. Our culture is supportive, friendly, and community minded. We believe in education and make a concerted effort to help our staff reach their career goals through licensing, certifications, and accredited courses.
What are some of the benefits of working for WHA Insurance?
- 2-weeks paid vacation and 1-week of PTO
- Robust health plan including medical, dental, vision, and more
- 401k with annual company match
- Onsite employee gym
- Fully stocked employee kitchen (fruits, veggies, snacks, and more)
- Hybrid schedules available after 6 months of training
- Incentivized wellness program with cash bonuses
- Paid Costco membership
About WHA Insurance
WHA Insurance is a family-owned and operated insurance agency headquartered in Eugene, Oregon. We offered industry leading insurance and risk management solutions to a wide range of customers. We are an independent agency specializing in all lines of insurance: Commercial, Life and Health, Personal, and Workers’ Compensation.
Qualifications
- Previous account management experience in employee benefits is preferred
- Familiarity with insurance documentation, endorsements, and claims processes
- Excellent phone and email etiquette
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Proficient in Microsoft Office and insurance-related software applications; AMS360 experience preferred
- Valid Life & Health license or willing to obtain one within 30 days of hire
- High school diploma or equivalent required
