Account Manager – Employee Benefits

This is a fully remote position, open to applicants in Maryland, +1 more state.

📋 Description

• Manage a substantial portfolio of clients and deliver exceptional customer service for designated customers and/or policies.

• Assist and occasionally take the lead of a service team under the guidance of a seasoned Account Executive or direct supervisor.

• Provide support to Account Executives on complex large accounts while directly overseeing assigned accounts.

• Initiate the renewal process and create renewal strategies in collaboration with the Regional Director or Producer.

• Evaluate exposures and formulate specifications for renewal or new business marketing.

• Conduct marketing efforts, negotiate rates, and assess quotes and coverages.

• Analyze policies to determine suitable coverage and identify any deficiencies.

• Review marketing outcomes and prepare proposals, presentations, binders, and certificates.

• Ensure the accuracy of policies and compliance of contracts.

• Create coverage summaries and schedules.

• Examine accounting history, respond to inquiries, rectify discrepancies, and manage receivable collections.

• Collaborate with claims staff and advocates to coordinate claims processes.

• Relay client-retention updates to producers and service teams.

• Meet with clients as necessary or as directed.

• Mentor team members.

• Collect fees and resolve outstanding balances within 60 days of invoicing.

• Maintain comprehensive and precise data within the agency management system.

• Perform responsibilities in alignment with company policies and relevant regulations.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• A minimum of eight (8) years of relevant work experience.

• Encouraged to fulfill Career Path requirements as outlined by supervisor.

• Possession of a valid Insurance License.

• Must consistently meet Continuing Education requirements for license renewal.

• Exceptional verbal and written communication skills.

• Strong planning, organizational, and prioritization abilities.

• Technical expertise and knowledge of the insurance marketplace and lines relevant to the assigned portfolio.

• Capability to supervise and lead staff effectively.

• Ability to collaborate within a team and promote teamwork.

• Outstanding customer service abilities, including phone etiquette and active listening skills.

• Strong leadership, problem-solving, and time management skills.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work arrangements.

• Supportive and collaborative work environment.