Account Manager, Employee Benefits

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

Patterson Consulting Services (PCS), part of the PCF Insurance Services Network, is a full-service consulting firm focused on planning, implementing, and servicing employee benefits programs. With a specialization in healthcare, we have been providing comprehensive solutions since our establishment in 2007. Led by owner and agency principal, Damon Patterson, we are dedicated to delivering exceptional service and expertise to our clients.

Job Summary

As an Account Manager, you will be responsible for managing client accounts, handling service requests, policy changes, cancellations, and other related functions. You will be responsible for managing a portfolio of client accounts, with an estimated value of approximately $200,000, based on availability.

Duties And Responsibilities

• Review insurance applications and policies to ensure compliance with underwriting authority and guidelines.
• Provide insurance information and support to Sales Executives through various written forms.
• Screen and process insurance applications.
• Prepare and compile insurance-related documents following established procedures.
• Market existing and new accounts.
• Maintain accurate records.
• Cultivate positive relationships with insurance carriers.
• Assist in meeting office sales goals.
• Perform any other appropriate duties assigned by management.
  
  

Qualifications

• Current Life/Health license is preferred, with the exception of obtaining one within the first 120 days of being hired.
• Previous experience as an Account Manager specializing in Employee Benefits.
• Excellent written communication skills for providing insurance information and support to Sales Executives.
• Strong knowledge of insurance applications, policies, underwriting authority, and guidelines.
• Proficiency in screening and processing insurance applications accurately and efficiently.
• Demonstrated ability to effectively market existing and new accounts.
  
  

Compensation

• Competitive and commensurate with experience
  
  

Schedule

• FT
• M-F, 8:00 AM – 4:30 PM
• Onsite
  
  

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401K
• Life Insurance
  
  

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.

Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.

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Salary : $200,000