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Description
PURPOSE:
This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.
As an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts.
RESPONSIBILITIES:
· Provide positive, prompt, accurate, and courteous service to clients.
· Assist in marketing new and renewal business, prepare proposals, presentation packets and maintain underwriting and marketing information, and accompany advisor to client meetings when requested.
· Run renewal reports from BenefitPoint and maintain system of tracking renewals.
· Check new and renewal contracts and policies for accuracy in rates, typing, coverage, signatures, and input these transactions into Benefit Point and Image Right and deliver to client or advisor when necessary.
· Coordinate tasks with Claims Analyst and Wellness Population Director as needed.
· Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the advisor when necessary.
· Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
· Maintain electronic files in an orderly, up-to-date manner consistent with the department file standards policy
· Participate in seminars and continuing education through staying versed in trends through circulars, bulletins, trade publications, seminars, and schools offered.
· Perform other related duties as assigned.
Requirements
· Experience: At least two (2) years’ experience in similar position is desirable.
· Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not required.
· Required state licensing certification in life and health per state requirements.
· Have an understanding and ability to analyze employee benefits lines insurance coverages, forms, procedures.
· Should have thorough understanding of employee benefits lines including underwriting and coverages.
· Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system (BenefitPoint, Image Right, Zywave). Zywave Products, such as HR360 and NFP, insurance software.
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.
AMERICANS WITH DISABILITY SPECIFICATIONS
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Full Time
Insurance
$101k-129k (estimate)
05/26/2022
09/08/2023
shepherdins.com
CARMEL, IN
100 - 200
1977
Private
JOSEPH GUZMAN JR
$50M - $200M
Insurance
Shepherd Insurance offers insurance products and financial services for individuals and businesses.
The job skills required for Employee Benefits Account Manager include Customer Service, Presentation, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be an Employee Benefits Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Employee Benefits Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Employee Benefits Account Manager positions, which can be used as a reference in future career path planning. As an Employee Benefits Account Manager, it can be promoted into senior positions as a Benefits Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Employee Benefits Account Manager. You can explore the career advancement for an Employee Benefits Account Manager below and select your interested title to get hiring information.