Overview

The Account Manager performs a multifaceted array of duties in support of the day-to-day operations of the insurance agency. Major activities include customer service, correspondence, creating spreadsheets, interaction with agents, carriers and clients, assembling proposals, filing, completing/processing applications, payments and enrollments, collecting data and systematic follow up to insure accuracy. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Function as customer service liaison between customer (group client, insured, carrier) and agency, client or carrier via telephone, email, letter or in person.

Work with writing agent and Benefit Consultant to obtain all relevant information for quotes and proposals. Utilize information from writing agent for quoting and RFP purposes. Follow up and procure quotes in timely manner. Prepare spreadsheet(s) comparing quotes and in preparation of proposal for client .

Maintain client privacy and confidentiality in accordance with all federal, state, local and company requirements. 

Obtain and maintain current insurance license at the appropriate licensure level in accordance with applicable state law.

Work together with client and/or clients authorized agent to insure accurate and timely deductions for group plans.

Conduct and/or assist with group enrollment (new and recurring open) according to carrier requirements and agency procedures. Prep and review enrollment forms for submission to Carrier. Function as liaison between group and carrier to identify enrollment errors. Coordinate enrollment adds and deletes with billing reconciliation efforts.

Assist customers with policy questions and change requests.