What are the responsibilities and job description for the Account Manager - Individual Benefits position at Synectics Inc.?
Description
- The Account Manager works closely with a team of agents to provide excellent service and support to individual clients by maintaining a thorough understanding of products, services, and industry trends.
- Account Management
- Serves as contact for all day-to-day service issues and other inquiries for assigned clients
- Acts as 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 of status and resolution
- Quotes, analyzes, and compares health, individual and ancillary products
- Submits applications and tracks to approval
- Manages renewal timeline to ensure timely execution of client decisions
- Prepares summaries of insurance, renewals and proposals
- Reviews client contracts and policies for accuracy
- Supports agents with new and renewal business presentations as needed
- 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
- Personal Development
- Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
- Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
- Understands how to perform technical tasks to meet and exceed client expectations
- Administrative
- Organizes tasks and resources to complete work and meet deadlines according to established procedures
- Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
- Responds to incoming phone calls and emails promptly and effectively
- Performs basic office functions including emailing, filing, scanning, copying, and faxing
- Customer Service
- Delivers exceptional customer service according to Spectrum's Customer Service Standards with a goal of exceeding customer expectations with every interaction
- Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
- Answers customer questions and resolves complaints in a timely and efficient manner
- Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
- Other Duties
- Maintains a safe, clean, and professional work area
- Maintains open communication with manager and all coworkers
- Maintains job-related confidentiality
- Adheres to Spectrum's mission, vision, and values
- Promotes Spectrum by maintaining a professional image and positive attitude
- Abides by policies set forth in the Employee Handbook
- Performs any and all related duties as assigned by manager including Customer Service Representative and Agency Services Representative duties
- High School diploma or equivalent. Associate's or Bachelor's degree preferred.
- Work experience required to perform this job satisfactorily is typically acquired through a minimum of five years of experience working with health-Marketplace/ancillary/Medicare insurance products.
- Health insurance industry experience with knowledge of individual insurance and Medicare products
- 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
- 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
- Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications
- Attend product training and continuing education courses
- Work is performed in a standard office environment and requires the ability to sit and work at a computer for extended periods of time. Position requires flexible work schedule to accommodate business needs, both before and after normal work hours. Occasional travel may be required.
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Pla