Key skills
Communication
About this role
Role Overview
- Manages the overall team operations, client coordination, and customer service delivery
- Coordinating, coaching, and prioritization assistance with Account Associates
- Reviewing and managing the overall workload
- Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members
- Assists Producers and Account Executives with Client service commitments
- Ensures service standards are met, trends are identified, and process improvements are implemented on the team
- Functions as the day-to-day customer contact, troubleshooting issues and helping clients make well-informed decisions that position them for success
- Manages the new business and renewal process, as well as oversees day-to-day client changes
- Accountable for client service delivery through high and/or increased client retention, rounding of accounts, referrals, and uneventful renewals
- Ensures pre-renewal information is sent out within service standards and follows up with clients for timely response on pre-renewal information and insurance markets for timely quotes
- Manages renewal marketing plan with Producers and Service Teams, ensuring the team is aware of the plan and it is executed
- Creates accurate proposals for Producers and Service Teams to utilize at client renewal meetings
- Reviews quotes for accuracy against supporting documents and negotiates additional coverage/price with the underwriter
- Completes the renewal bind processes and checklist accurately and ensures documentation within the file minimizes E&O exposure and allows quick responses to client requests
Requirements
- Current Insurance License in Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- Strong computer skills and experience in an electronic environment
- Strong working knowledge of Word, PowerPoint, and Excel
- Excellent people skills and ability to work well in a team environment
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR a minimum of 5 years' experience within the insurance industry or business-related experience
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage