ACCOUNT MANAGER - EMPLOYEE BENEFITS

ACCOUNT MANAGER – EMPLOYEE BENEFITS Position Summary:Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention Essential Functions: Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices. Direct pro-active communication with clients Direct interaction with Sales Agents and Technical Assistants on the new, renewal, rounding and cross-selling of accounts Provide direction and oversight to Technical Assistants working on behalf of assigned clients Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts Coordinate change requests and modify policies as appropriate or as requested Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage Manage unresolved claims as necessary Request and research reports and information relevant to the placing of new and/or renewal business Visit clients/company decision makers during the year to discuss group needs and solutions Re-market group medical/ancillary plan in current book of business as needed Conduct on-site open enrollment meetings for renewals each year and communicate benefit details to the organizations employees Follow company procedures regarding the documentation and maintenance of account information in EPIC system Be familiar with and follow Agency E&O guidelines Report any omissions regarding coverage on policies to the Branch Manager Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information Education/Experience: High School diploma or General Education Diploma (G.E.D.) Three to five years of life/health insurance experience Active 2-15 Health & Life Insurance License #J-18808-Ljbffr Plastridge Insurance