Acentria Employee Benefits Account Manager at Acentria manages client policy renewals, adds new policies, and maintains client retention. The role involves providing exceptional customer service and partnering with producers on business strategy.
Responsibilities
Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverage.
Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
Partners with producer on new/renewal business strategy including the coordination of roles and the obtaining of information. Independently add new policies to fit clients' needs.
Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner.
Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings with clients and their employees as needed.
Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
Provides guidance and direction to account associates and less experienced account managers as needed.
Overtime work, as needed.
Other duties as assigned.
Excellent verbal and written communication skills
Qualification
Proficient in Word and ExcelAbility to work in a team environmentHigh attention to detailLife & Health LicenseCollege degree preferred
Required
Proficient in Word and Excel
Ability to work with numbers including basic calculations
Organizational and time management skills
Ability to work in a team environment
Projects professional appearance and manner
Self-starter with the ability to be flexible
High attention to detail
Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverage and industry operations.
Life & Health License
College degree preferred, high school diploma or equivalent required
Up to 3+ years of account management experience including group benefits experience.
