Health & Benefits Account Manager

Directly responsible for the daily service requirements on assigned book of business including, but not limited to:

• Rating, quoting, and negotiating new and renewal business.
• Application processing and confirming approved coverage terms with client.
• Preparing and/or supervising proposal preparation for new and renewal clients.
• Billing, including the figuring of premiums and/or contributions on a quotation or as requested by employers.
• Reviewing and processing all applications, renewal requests, policies, policy updates and audits for accuracy.
• Maintaining automated files according to agency procedures.
• Monitoring past due accounts and contacting insured and/or producer as needed.
• Ordering reports, claims history, and other necessary documents, as required to service clients.
• Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
• Keeping producers informed of all-important activities on their accounts including being sensitive to potential problems and informing management.
• Keeping client records, spreadsheets, and summaries up to date.
• Obtaining expiration dates for policies not written by us to follow-up on and quote.
• Assisting in cross selling and account rounding.
• Assisting other account managers as needed, including taking calls from the client if the usual account manager is not available.
• Assist during client open enrollment meetings, as necessary. This may include presenting information to a client’s employees and enrolled dependents/families, either in conjunction with the producer and/or company representative, or alone.
• Assisting compliance manager with document preparation as needed, including IRS reporting.
• Complete other essential functions as assigned.

Complete tasks according to Standard Operating Procedures.