Group Account Manager

SUMMARY:

The Group Account Manager provides full service and support to assigned clients, with healthcare and ancillary insurance coverages including, but not limited to benefit inquiries, post-enrollment services, and renewal services. The Group Account Manager will provide excellent customer service to all clients, representing Broker Source as a professional and service-oriented company, ensuring its development and growth.

ESSENTIAL FUNCTIONS:

• Work directly with assigned new clients, assisting with all aspects of new and renewal group coverage
• Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the insured and update specifications
• Utilizing the EnrollSource group platform, work directly with clients on a variety of issues including, but not limited to issuing new coverage and renewal comparisons
• Assist installed/enrolled clients and agents with service-related items including, but not limited to, reporting life changes, assisting with obtaining policy documents and ID cards, resolving billing and claims issues, and other service-related matters
• Provide accurate and thorough education to clients, related to benefit plans/options and processes, as well as the enrollment process
• Research and respond to inquiries regarding commission payments due to Broker Source and sub-agents
• Serve as a liaison with carriers to obtain payment of commission due to Broker Source and sub-agents as required
• Generate and provide support of information required in Epic for the processing of commissions
• Establish and maintain electronic filing systems, update and maintain documents including, but not limited to, enrollments, correspondence, or other materials
• Handle assigned group client inquiries or direct/transfer them to the appropriate person(s), based on the need
• Responsible for the efficient and accurate input of customer data and demographics within applicable systems
• Monitor and respond to emails from multiple mailboxes, including senior leaders, as needed
• Demonstrate strong customer service skills, with emphasis on courtesy and telephone etiquette
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Participate in job-related seminars and other training to maintain and develop effective knowledge and skills

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent customer service skills, with a focus on telephone courtesy and etiquette
• Strong PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively utilize agency management and other applications
• Thorough knowledge of health and welfare insurance markets
• Thorough understanding of financial services underwriting and coverages and ability to interpret abstract information
• Creative and flexible, with strong problem-solving skills
• Organizational and analytical skills, with a strong attention to detail
• Ability to successfully meet required deadlines
• Thorough, with the ability to collaborate effectively with others
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• High School diploma or equivalent preferred
• 3 – 5 Years previous healthcare insurance customer service experience preferred
• State-issued life and health insurance license, or the ability to quickly obtain, required

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment