Account Manager - Employee Benefits Division
Current-Assist Producers in gathering the necessary information regarding new/existing accounts and submit this information to the various carriers to obtain proposals.-Review received proposals and make recommendations to Producers, then create a formal proposal presentation-Conduct client presentations in the absence of the Producer-Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers-Effect changes in coverage as requested and needed by customer -Direct a smooth transition from one carrier to another carrier-Perform periodic service calls on all accounts and complete a report on a monthly basis-Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files-Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members-Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business-Handle or refer all requests by our clients