Health and Benefits Account Manager

The Account Manager is a licensed agent responsible for providing customer service, policy maintenance, coverage placement, probable resolution and retention of individual and group health accounts. This role requires a thorough understanding of health products and state and federal laws that regulate health insurance.

Responsibilities

Provide technical support to Producers for new business development by providing all quotes, materials and presentations as necessary.

Must be knowledgeable in the products he/she represents through carrier contacts and updates.

Keep current with compliance issues and legal mandates as such pertains to benefits and Human Resources.

Establish relationship with client by process policy changes and new business submissions

Obtain quotes for group health, dental, vision & life coverage for small and large groups

Review all proposals for accuracy

Prepare new business presentations, including excel spreadsheets and Adobe Acrobat forms as needed

Ensure all necessary underwriting requirements are obtained

Check policies for accuracy prior to delivery to producer of client

Keep documentation of all interactions with client and maintain the client account on Agency Block

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, handicap, age or any other characteristic protected by law.

We are a small insurance company that deals with large and small group health dental, vision and life insurance.