What are the responsibilities and job description for the Employee Benefits Account Manager position at SIA Group?
Job Description
The Employee Benefits Account Manager at SIA Group is responsible for maintaining solid customer relationships by handling employee benefit insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Benefits/Perks
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Responsibilities
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
- Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Actively solicit increases in coverage or rounding out accounts at every service contact.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Qualifications
- Hold a valid North Carolina L&H license.
- Have a minimum of two years of insurance industry experience, employee benefits exposure preferred.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
- Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
- Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
- Technology and Computer proficiency including agency management systems.
About Us
Founded in 1975, SIA Group has grown into one of the largest privately owned full-service insurance agencies in the United States, with multiple locations throughout North Carolina and Virginia. We are an award-winning firm and have been listed as a Top 100 Privately Held Property Casualty Agency by the Insurance Journal.
We pride ourselves on a supportive work culture, career development, work/life balance, and reward our employees for their hard work. With many different career paths based on your professional expertise, we invest in our employees to make a difference and improve the lives of those we serve.
Founded in 1975, SIA Group has grown into one of the largest privately owned full-service insurance agencies in the United States, with multiple locations throughout North Carolina and Virginia. We are an award-winning firm and have been listed as a Top 100 Privately Held Property Casualty Agency by the Insurance Journal.
We pride ourselves on a supportive work culture, career development, work/life balance, and reward our employees for their hard work. With many different career paths based on your professional expertise, we invest in our employees to make a difference and improve the lives of those we serve.
Key Account Manager Industry
EGGER North America -
Lexington, NC
Landscape Account Manager - SVL
Tim Johnson Landscaping, Inc. -
Statesville, NC
Account Manager - Manufacturing
Above and Beyond Talent Acquisition, Inc -
Rockwell, NC
