Job Description

Spectrum Insurance Group is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3 years of Employee Benefits experience.

Benefits

Responsibilities

 Primary contact for all day-to-day service issues and other inquiries for assigned clients

 Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements

 Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution

 Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information

 Quotes, analyzes, and compares health, individual and ancillary quotes

 Manages renewal timeline to ensure timely execution of client decisions

 Prepares summaries of insurance, renewals, schedules, and proposals 

 Reviews client contracts and policies for accuracy

 Supports agents with new and renewal business presentations as needed

 Coordinates enrollment and informational meetings between client and carrier

 Maintains agency management system with up-to-date and accurate information

 Builds and maintains strong customer relationships through pro-active communication

 Communicates and educates clients on latest industry trends, issues, and changes

Requirements

Required Knowledge and Skills

 Benefits insurance industry experience with knowledge of employer group insurance marketplace

 Practical knowledge of quoting process and tools

 Proficient in Microsoft Office programs, especially Excel, Word, and Outlook

 Analytical and critical thinker with ability to conduct independent research 

 Strong organizational skills with ability to prioritize and manage a large workload

 Excellent verbal and written communication skills

 Ability to effectively explain complex information both verbally and in writing

 Strong editing and proofreading skills 

 Attention to detail and ability to complete tasks with a high degree of accuracy 

 Ability to perform basic mathematical computations

 Ability to follow existing processes, procedures, and verbal instruction

 Ability to manage multiple priorities, accurately, efficiently, and independently

License and Certification Requirements

 Valid WI driver’s license and acceptable driving history

 Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin