PL Account Manager

Purpose of Job:

• To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive


• To assist in the retention of existing accounts.


• To assist the Account Executive with increasing book of business.

Responsibilities:

• Process change/cancellation requests for clients


• Provide excellent service at all times
  


• Document all client interactions


• Involved in weekly meetings with Account Managers/CSRs


• Communicate with Claims department on progress of claims detail if needed


• Cross-sell to help build book of business
  


• Help Account Executive remarket existing policies


• Help in maintaining up-to-date client contact information


• Communicate with Team Members in a professional manner


• Review renewal book of business & communicate with Account Executive

Job Qualifications:

• Experience preferred but not required


• Advanced computer skills


• Self-Motivation


• Ability to work in a team environment


• Exceptional communication and time management skills


• Ability to multitask
  

Performance Measurements:

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, new business, and account retention.

Benefits:

• 401k Match


• Profit Sharing


• Section 125 - Daycare, Health, Dental & Vision


• 35 Hour Work Week


• Vacation


• PTO


• 7 Paid Holidays & Birthday off


• HSA Health Insurance - 100% of Employee Paid


• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  


• Licensing & CE Scheduled & Paid by Agency


• Group Long Term Disability - at your cost


• Group Dental - at your cost


• Group Vision - at your cost


• Aflac Benefits - at your cost


• LegalShield - Shared cost