Shepherd Insurance · 20 hours ago
Employee Benefits Account Manager
Carmel,IN,US
Full-time
Onsite
Entry, Mid Level
2+ years expShepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. As an Employee Benefits Account Manager, you will assist advisors in managing new and renewal employee benefits lines and provide customer service to clients as needed.
Financial ServicesInsurance
Responsibilities
Provide positive, prompt, accurate, and courteous service to clients
Assist in marketing new and renewal business, prepare proposals, presentation packets and maintain underwriting and marketing information, and accompany advisor to client meetings when requested
Run renewal reports from BenefitPoint and maintain system of tracking renewals
Check new and renewal contracts and policies for accuracy in rates, typing, coverage, signatures, and input these transactions into Benefit Point and Image Right and deliver to client or advisor when necessary
Coordinate tasks with Claims Analyst and Wellness Population Director as needed
Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the advisor when necessary
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items
Maintain electronic files in an orderly, up-to-date manner consistent with the department file standards policy
Participate in seminars and continuing education through staying versed in trends through circulars, bulletins, trade publications, seminars, and schools offered
Perform other related duties as assigned
Qualification
Required
At least two (2) years' experience in similar position is desirable
High school diploma or equivalent (GED) is required
Required state licensing certification in life and health per state requirements
Have an understanding and ability to analyze employee benefits lines insurance coverages, forms, procedures
Should have thorough understanding of employee benefits lines including underwriting and coverages
Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system (BenefitPoint, Image Right, Zywave). Zywave Products, such as HR360 and NFP, insurance software
Preferred
College degree is preferred, not required
Company
Shepherd Insurance
A privately-owned independent insurance agency.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
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