Employee Benefits Account Manager
Location: Saint Charles
Posted on: May 11, 2022
Employee Benefits Account Manager/CSR
Salary: $60,000-67,000 (Depending on experience, education, and
Location: St. Charles, IL
Account Manager will build client relationship in conjunction with
Producers by providing quality customer service to ensure retention
of clients and solicit bids on new business. Will be responsible
for managing renewals, open enrollments, making presentations and
handling the day to day service.
Essential Duties and Responsibilities:
- Build, expand and solidify relationships with clients by
addressing the client's needs, including the identification and
resolution of underwriting or policy issues.
- Build, expand and solidify relationships with carriers through
regular communication and interaction on assigned accounts.
- Assist the producer in the renewal process for all assigned
clients including ordering claims history, providing assistance in
obtaining updated information (census data, carrier invoice,
- Assist with marketing/RFPs, changes to enrollments and
implementation of benefit plans
- Responsible for the day-to-day account management of client
accounts, including but not limited to processing policies, premium
breakdowns, policy changes, providing coverage comparisons claims
runs, responding to coverage questions, claims issues, ID cards
- Maintaining the agency database for assigned clients.
- Participate in client visits as necessary.Communicate and share
information with fellow associates in regards to coverage issues,
market availability and market conditions.
- College Degree Preferred or minimum of 3-5 years in the
insurance industry working with employee group benefits.
- Experience with agency management system
- Proficiency in Microsoft Office Suite, including Excel
- Life and Health license
- Experience with all types of employee group benefits programs
and ancillary benefits.All inquiries will be kept confidential
Keywords: APR, Elgin , Employee Benefits Account Manager, Executive , Saint Charles, Illinois
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