Account Manager- Employee Benefits

About the position

Our Account Managers play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. This role requires you to work directly with clients and company underwriters to grow a book of business. You will be responsible for the pre-qualification and sale of new business and to service and maintain existing and new account. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff. As the point-of-contact, you will assist the team by managing a book of small business commercial accounts, including marketing to carriers, preparing quotes and proposals, quickly responding to policy inquiries (email, phone), maintaining renewal controls on expirations and binders, checking policies/endorsements/audits for accuracy, and maintaining accurate and organized account files. You will also be required to solicit new business sales inside.

Responsibilities

• managing a book of small business commercial accounts
• marketing to carriers
• preparing quotes and proposals
• quickly responding to policy inquiries (email, phone)
• maintaining renewal controls on expirations and binders
• checking policies/endorsements/audits for accuracy
• maintaining accurate and organized account files
• solicit new business sales inside

Requirements

• high school diploma/GED (college preferred)
• confidence and demeanor to effectively interact with all levels within the organization
• can hold your own while working a computer (Microsoft Office Suite and Outlook)
• 1-2 years of relevant experience

Nice-to-haves

• college

Benefits

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!
• hybrid work schedule (After the probationary period)