Account Manager / Customer Service Representative Health Insurance

ACCOUNT MANAGER / HEALTH INSURANCE CUSTOMER SERVICE REPRESENTATIVE

PRIMARY ROLE:

Day-to-day maintenance and servicing of assigned Benefits accounts, Including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

QUALIFICATIONS & EDUCATION:

• Appropriate State license(s). Minimum 3 years’ insurance brokerage or equivalent experience.
• Two-year associate or Four year college degree preferred
• Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through our agency
• Thorough knowledge of brokerage operations including claims handling, procedures, health insurance, ancillary and voluntary lines
• Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, and industry specific products like Applied's EPIC AMS. Also document management software, carrier proprietary systems, and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction

DUTIES:

• Support Producers’ sales efforts by handling accounts
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain electronic client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins

A few things about us:

• We work really hard and love what we do!
• 40-hour workweeks (We mean it. Work-life balance is a real thing here!)
• 401 (k) match on first 4%- after 1st year of employment
• We've been around for over 90 years. We're looking for people to join our team as we go to the next level!
• Local independent insurance agency serving families and businesses in the Chicago area