Employee Benefits Insurance Account Manager

Job Description

Job Description

We are actively recruiting an Account Manager in our Employee Benefits Department to join the dynamic InterWest team! The Account Manager provides account management support on an assigned book of business. The Account Manager maintains effective client and carrier relationships, supports the sales process for new and renewal business with focus on client retention, follows department and agency standards, and upholds our organization’s vision, mission, and guiding principles. The Account Manager is expected to develop and demonstrate an understanding of the sales process, leadership potential and the aptitude to be successful as an Account Manager.

This position will be based in our Roseville or Sacramento office.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients' financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB DUTIES AND RESPONSIBILITIES

The essential duties and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

Develops effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients.
• Providing prompt and courteous service and assistance to clients as needed.
• Meeting or surpassing customer service expectations in accordance with agency and department standards and workflows.
• Providing needed information to clients, carriers, brokers and other internal personnel.

Performs or assists with account administration by:

• Engaging in the service process to successfully support the client by establishing best practices and meeting the service expectations of clients in accordance with the Employee Benefits standards and workflows.
• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
• Maintaining current and accurate client data in the Agency Management System.
• Assisting in account processing, installing new policies and ordering client materials.
• Assisting clients in daily administrative issues, enrollments, claim problems.
• Coordinating open enrollment meetings as needed.
• Marketing new business and renewals.

Ensures the accuracy and value of service to clients by:

• Maintaining timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Developing and/or maintaining experienced understanding of insurance industry and products offered.
• Understanding coverage and terms related to clients’ policies.
• Escalating client issues to supervisor and advising the broker (if applicable) on client issues as appropriate.
• Providing needed information to clients, carriers, brokers (if applicable) and other internal personnel on a timely basis.
• Attending and participating in InterWest’s department or industry-specific practice group.
• Participating in seminars, webinars and other trainings to maintain required skill levels and further develop career and industry knowledge.

Manages required annual continuing education and renewal of Life-Only, Accident and Health Agent license.

MARGINAL FUNCTIONS

• Printing and collating client materials.

JOB QUALIFICATIONS

Education: High school diploma required; some college level coursework preferred.

Experience: 3+ years’ work experience in the insurance industry or related field.

Licensing: Active Life-Only, Accident and Health Agent license or obtained within 90 days of employment.

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.