Account Manager (GIS NE)

• Work closely with sales reps, account managers, internal partners, and insurance carriers in managing our broker and client relationships.
• Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness and medical.
• Provide prompt, efficient, high-quality service to our broker partners and clients.
• Manage customer service box for incoming service requests.
• Basic platform maintenance (Divisions/Contact/Salary Updates)
• Basic coding enrollments/special enrollments
• Set up scheduled reports for groups
• Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison)
• Correcting plan administrator mistakes in Ben Admin platform
• Support the Renewal Specialist for reporting and system updates
• Routing Billing inquiries/information about bills to correct parties
• Billing updates/research into billing discrepancy reports
• Policy exception requests for retro premium
• Gathering information from the broker for group termination requests and submitting to carriers
• Commissions questions
• Includes attached Northeast AM role progression

Required, Knowledge, Skills and Abilities:

• Must be able to work in a fast-paced environment.
• The ideal candidate will be comfortable with all methods of communication: in person, phone and email.
• Must have the ability to learn quickly.
• The candidate has a sense of urgency and takes pride in their work.
• Must be comfortable in a team environment.
• Must have the ability to articulate solutions to customer service issues.

The qualified candidate should have the following:

• Insurance carrier experience is not required but preferred
• Self-motivated and goal oriented
• Strong organizational, time management and follow-through skills
• Highly proficient in the basic of Microsoft Excel and Word
• Excellent communication skills both written and verbal
• Undergraduate degree (Preferred, but not required)
• Desire to continually learn new products and services