Employee Benefits Account Manager

This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures.

Responsibilities

• Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
• Prepare proposals and recommendations that ensure our clients and prospects understand the coverages being offered.
• Manage the Request For Proposal (RFP) process including preparation of documents, follow-up and presentation.
• Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
• Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
• Maintain expiration lists and gather renewal information from the carriers.
• Assist in preparation for Open Enrollment including updating benefit guides, client resources and communications.
• Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
• Maintain expertise in agency computer systems, third party resources and computer programs.
• Maintain positive, productive relationships with carriers, producers and fellow employees.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Bachelor’s Degree in business, insurance, human resources, or a related field; or equivalent combination of education and experience.
• 2-4 years of employee benefits, insurance brokerage, account management, or related client service experience.
• Active Life, Accident, and Health Insurance License required, or ability to obtain within a specified timeframe.

Knowledge, Skills, and Abilities

• Effective time management and decision-making skills.
• Knowledge of the details of various insurance coverages.
• Diligent follow up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.