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Agency/Broker - Employee Benefits in Dallas, TX at QuestPro Consultants

Date Posted: 12/3/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    12/3/2018

Job Description


Account Manager, Employee Benefits- Birmingham, AL


A large, well-respected broker is looking for an Account Manager to work with mid-sized companies providing employee benefit support.  This person will provides front line service for a team of 2-3 producers servicing existing and prospective clients. This person will offer prompt, accurate and courteous service to clients, producers and company personnel.


Duties & Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time:

  • Assist producer in the preparation of new business and renewal submissions, including gathering and organizing information required
  • Assist the producer in preparing monthly, quarterly & annual claims reports, benchmarking & additional reports requested by clients
  • Collaborate with the carriers to compile concise reports and updates on the performance of the plans
  • Follows up with carriers on submissions and participates in premium and coverage negotiations
  • Evaluates quotations for compliance with requested coverages and client needs
  • Compares quote options from various carriers; looks for and presents deficiencies in quotations
  • Review employer & employee applications for completion and communicate additional information needed when applicable
  • Communicates with clients regarding insurance, claims, or administrative problems and works as liaison to resolve issues
  • Explains insurance coverages and processes to clients
  • Review certificates of insurance for accuracy
  • Maintains a suspense system to follow up on outstanding requests and correspondence, follows up on pending and overdue items
  • Manages all relevant client activity and information in agency management system or other file system subject to agency procedures


Required experience:

- Minimum 5-10+ years' experience working in a commercial agency or broker handling Group Benefits

- Demonstrated knowledge of benefits coverage with excellent customer service skills

- Experience working in a paperless environment

- Outstanding written and verbal communication skills

- Out of the box, solutions driven mind-set

- Bachelor's Degree and industry designations (CIC, CRM, CPCU) highly preferred

- Active insurance license