Group Benefits Account Manager (Large Group)

About the Job

A Group Benefits Account Manager is a professional responsible for assisting Producer(s) and Account Executive(s) with maintaining, servicing and production of new and renewal Group Benefit accounts. This role involves working closely with clients to understand their specific needs and requirements regarding Group Benefits.

Duties and Responsibilities, include

• Responsible for all aspects of renewal business including; marketing, spread sheeting, plan changes, administrative issues, open enrollment preparation and meetings
• Responsible for all aspects of new client prospects including; enrollment package, application processing, follow-ups and materials to client and meetings to discuss new plans
• Prepare and work on special Group Benefit projects.
• Attend seminars to become knowledgeable about current Group Benefit markets
• Attend training sessions to become knowledgeable in other aspects of the Group Benefit business such as COBRA, Wellness programs, HSA’s and Self-Funded accounts
• Act as a liaison between clients and insurance carriers to resolve any client service issues
• Open Enrollment meetings
• Ensure group Affordable Care Act (ACA) compliance

Commercial Lines (P&C) Account Manager

 We’re growing and are looking to expand our team of talented Account Managers to join associated!

Outstanding career opportunity: for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions.

Our ideal candidate: is a self-starter with 3-5 years of experience as an Account Manager in an insurance setting, with a working knowledge of agency management systems such as EPIC. Will manage a book of business that is mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.

A career with Associated means an opportunity with an employer that offers:

1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm.

2. Culture – We are committed to creating a family-oriented environment.

3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.

4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.

5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.

6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.

7. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

The Role- What you’ll do as a Commercial Lines (P&C) Account Manager:

• Works closely with Producers and other Associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate.

Commercial Lines (P&C) Customer Service Representative

We’re growing and are looking to expand our Commercial Lines (P&C) CSR department! 

Outstanding career opportunity: for a dynamic and driven individual that is looking to grow their career by working exclusively with our Commercial Lines (P&C) department and providing extraordinary customer service to our clients. 

Our ideal candidate: is a self-starter with 3+ years of experience in an insurance setting, with a working knowledge of agency management systems such as EPIC. Possess a team-oriented mindset with exceptional organizational skills and is capable of handling a high-volume workload. Must have IL P&C License with knowledge of insurance industry coverages, terms, and conditions. 

A career with Associated means an opportunity with an employer that offers: 

1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm. 

2. Culture – We are committed to creating a family-oriented environment.  

3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. 

4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. 

5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. 

6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.   

7. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. 

The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative: 

•  Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.
•  Fulfilling MVR requests and ordering E-Mods 
•  Preparing renewal applications
•  Preparing applications
•  Emailing signed forms to carrier/underwriter
•  Monitoring receipt of policies
•  Prepare policies for delivery
•  Obtaining loss experience on all lines of coverage on all accounts 
•  Initiating and following-up on policy changes with various carriers and check when complete 
•  Reviewing and assisting with resolving audit disputes 
•  Setting up new clients in client management system 
•  Monitoring receipt of renewal policies 
•  Preparing client presentations 
•  Sending all documentation to scan, and maintaining files in client management system 
•  Invoicing, including: 
•  Updating billing screens
•  Obtaining finance agreement quotes
•  Setting up new applications and updating applications in client management system 
•  Agent of Record Letters
•  Supports AM & AE – Provides updates once policy is bound
•  Obtaining online quotes for Flood Policies 

Group Benefits Account Manager (Large Group)

A Group Benefits Account Manager is a professional responsible for assisting Producer(s) and Account Executive(s) with maintaining, servicing and production of new and renewal Group Benefit accounts. This role involves working closely with clients to understand their specific needs and requirements regarding Group Benefits.

Duties and Responsibilities, include

• Responsible for all aspects of renewal business including; marketing, spread sheeting, plan changes, administrative issues, open enrollment preparation and meetings
• Responsible for all aspects of new client prospects including; enrollment package, application processing, follow-ups and materials to client and meetings to discuss new plans
• Prepare and work on special Group Benefit projects
• Attend seminars to become knowledgeable about current Group Benefit markets
• Attend training sessions to become knowledgeable in other aspects of the Group Benefit business such as COBRA, Wellness programs, HSA’s and Self-Funded accounts
• Act as a liaison between clients and insurance carriers to resolve any client service issues
• Open Enrollment meetings
• Ensure group Affordable Care Act (ACA) compliance

Group Benefits Account Executive

About the Job

A Group Benefits Account Executive is a professional tasked with ensuring compliance, fostering client relationships, engaging in cross-departmental collaboration, and carrying out core duties associated with Group Benefits.
 

Duties and Responsibilities, include

Compliance Management

· Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.

· Stay updated on changes in legislation and provide guidance to clients and internal teams.

· Conduct regular audits to confirm compliance and identify areas for improvement.

Client Relations

· Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.

· Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.

· Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.

Collaboration and Cross Selling

· Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.

· Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.

· Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.

Core Responsibilities 

· Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.

· Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.

· Prepare and present benefit plan options, proposals, and renewal materials to clients. 

· Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.

· Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.

· Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC 

· Work on various benefit administration platforms for employee benefit enrollment