Account Manager - Group Benefits

Adams Keegan, Inc.; Memphis (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Adams Keegan, Inc. in Memphis seeks an Account Manager to support day-to-day agency operations and provide exceptional customer service to group clients, carriers and writing agents.

You will assemble proposals, handle enrollment processing, and maintain accurate data with strict privacy standards. You will coordinate with agents to obtain quotes, review carrier requirements, and ensure timely processing of applications and changes while staying compliant with licensing requirements and company

Qualifications

• 4 year college degree or equivalent with Insurance, Business, Economics and/or Risk Management focus.

Responsibilities

• Serve as customer service liaison between client, carrier, and agency via phone, email, or in person.
• Coordinate with agents to obtain quotes and proposals and prepare comparison spreadsheets.
• Maintain client privacy and confidentiality in accordance with laws and company requirements.
• Obtain and maintain current insurance license at the appropriate licensure level.
• Coordinate enrollment adds and deletes with billing reconciliation.
• Assist customers with policy questions and change requests.

Skills

Customer service

Quotes

Enrollment processing

Privacy & confidentiality

Data collection

Education

Bachelor’s degree or equivalent (Insurance/Business/Risk Management)

Job description

The Account Manager performs a multifaceted array of duties in support of the day-to-day operations of the insurance agency. Major activities include customer service, correspondence, creating spreadsheets, interaction with agents, carriers and clients, assembling proposals, filing, completing/processing applications, payments and enrollments, collecting data and systematic follow up to insure accuracy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Function as customer service liaison between customer (group client, insured, carrier) and agency, client or carrier via telephone, email, letter or in person.

Work with writing agent and Benefit Consultant to obtain all relevant information for quotes and proposals. Utilize information from writing agent for quoting and RFP purposes. Follow up and procure quotes in timely manner. Prepare spreadsheet(s) comparing quotes and in preparation of proposal for client .

Maintain client privacy and confidentiality in accordance with all federal, state, local and company requirements.

Obtain and maintain current insurance license at the appropriate licensure level in accordance with applicable state law.

Work together with client and/or clients authorized agent to insure accurate and timely deductions for group plans.

Conduct and/or assist with group enrollment (new and recurring open) according to carrier requirements and agency procedures. Prep and review enrollment forms for submission to Carrier. Function as liaison between group and carrier to identify enrollment errors. Coordinate enrollment adds and deletes with billing reconciliation efforts.

Assist customers with policy questions and change requests.

Requirements

EDUCATION and/or EXPERIENCE:

4 year college degree or equivalent with Insurance, Business, Economics and/or Risk Management focus.

CurrentTN, AR or MShealth insurance license (at company expense)

OR

Minimum 2 years insurance industry experience in customer service or internal sales support

Current TN, AR, or MS health insurance license (at company expense)

COMPUTER SKILLS: