Insurance Partners Agency, Inc. ยท 3 months ago
Benefits and Health Small Group Account Manager
Canton, OH
Full-time
Onsite
Senior Level
5+ years expSeibertKeck Insurance Partners is a well-established insurance agency focused on improving the insurance buying experience. They are seeking a Health and Benefits Account Manager who will provide customer service, policy maintenance, and coverage placement for individual and group health accounts, while ensuring compliance with state and federal laws.
Financial ServicesInsurance
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
Process policy changes and new business submissions
Obtain quotes for group health, dental and vision coverage for small and large groups
Review all proposals for accuracy
Prepare new business presentations, including excel spreadsheets as necessary
Ensure all necessary underwriting requirements are obtained
Check policies for accuracy prior to delivery to producer of client
Attach documentation of all interactions with client and maintain the client account on the AMS/ Benefit Point system
Qualification
Required
High school diploma or GED required; college degree preferred
Professional designation preferred
Minimum of 5 years of experience in group health, dental and vision sales both in an Account Manager and support role in an Agency environment
Demonstrated working knowledge of Microsoft products, with proficiency in Excel
Must have active Life and Health license in the State of Ohio
Analytical and decision-making skills
Professional demeanor
Ability to demonstrate effective presentation skills through both verbal and written communication
Preferred
Prior experience with BenefitPoint, AMS-360 a plus
Company
Insurance Partners Agency, Inc.
Deeply committed to the communities that we all share, Insurance Partners Agency is a full service, leading independent insurance agency that specializes in business and personal insurance, employee benefits, life insurance, and professional liability.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase