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Spectrum Insurance Group

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
Spectrum Insurance Group is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+ years of Employee Benefits experience.</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
Paid Time Off (PTO) 
Health Insurance 
Dental Insurance 
Vision Insurance 
Life Insurance 
Disability Insurance 
Hands on Training 
Tuition Reimbursement 
Mon-Fri Schedule 
Career Growth Opportunities 
Retirement Plan 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Required Knowledge and Skills
 Benefits insurance industry experience with knowledge of employer group insurance marketplace
 Practical knowledge of quoting process and tools
 Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
 Analytical and critical thinker with ability to conduct independent research
 Strong organizational skills with ability to prioritize and manage a large workload
 Excellent verbal and written communication skills
 Ability to effectively explain complex information both verbally and in writing
 Strong editing and proofreading skills
 Attention to detail and ability to complete tasks with a high degree of accuracy
 Ability to perform basic mathematical computations
 Ability to follow existing processes, procedures, and verbal instruction
 Ability to manage multiple priorities, accurately, efficiently, and independently 
License and Certification Requirements
 Valid WI driver's license and acceptable driving history
 Current licensure or ability to obtain Life &amp; Health Resident Intermediary granted by the State of Wisconsin</div> 

<h2 class="jobSectionHeader">Responsibilities</h2><div>
 Primary contact for all day-to-day service issues and other inquiries for assigned clients
 Liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
 Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
 Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
 Quotes, analyzes, and compares health, individual and ancillary quotes
 Manages renewal timeline to ensure timely execution of client decisions
 Prepares summaries of insurance, renewals, schedules, and proposals
 Reviews client contracts and policies for accuracy
 Supports agents with new and renewal business presentations as needed
 Coordinates enrollment and informational meetings between client and carrier
 Maintains agency management system with up-to-date and accurate information
 Builds and maintains strong customer relationships through pro-active communication
 Communicates and educates clients on latest industry trends, issues, and changes</div><h2 class="jobSectionHeader">
About Us</h2><div>
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.</div></div>

Account Manager - Employee Benefits

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
Spectrum Insurance Group is looking for an Account Manager to work in our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent service and support to individual clients by maintaining a thorough understanding of products, services, and industry trends.
</div><h2 class="jobSectionHeader">Benefits</h2><div>
Paid Time Off (PTO) 
Health Insurance 
Dental Insurance 
Vision Insurance 
Life Insurance 
Disability Insurance 
Hands on Training 
Mon-Fri Schedule 
Career Growth Opportunities 
Retirement Plan 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Education and/or Work Experience Requirements
High School diploma or equivalent. Associate's or Bachelor's degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of five years of experience working with health-Marketplace/ancillary/Medicare insurance products. 
 
Required Knowledge and Skills
 Health insurance industry experience with knowledge of individual insurance and Medicare products
 Practical knowledge of quoting process and tools
 Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
 Analytical and critical thinker with ability to conduct independent research
 Strong organizational skills with ability to prioritize and manage a large workload
 Excellent verbal and written communication skills
 Ability to effectively explain complex information both verbally and in writing
 Strong editing and proofreading skills
 Attention to detail and ability to complete tasks with a high degree of accuracy
 Ability to perform basic mathematical computations
 Ability to follow existing processes, procedures, and verbal instruction
 Ability to manage multiple priorities, accurately, efficiently, and independently 
License and Certification Requirements
 Valid WI driver's license and acceptable driving history
 Current licensure or ability to obtain Life &amp; Health Resident Intermediary granted by the State of Wisconsin
 Current licensure or ability to obtain AHIP, Marketplace and all carrier-required certifications
 Attend product training and continuing education courses 
Physical Requirements and Working Conditions
Work is performed in a standard office environment and requires the ability to sit and work at a computer for extended periods of time. Position requires flexible work schedule to accommodate business needs, both before and after normal work hours. Occasional travel may be required.</div> 

<h2 class="jobSectionHeader">Responsibilities</h2><div>
Account Management
 Serves as contact for all day-to-day service issues and other inquiries for assigned clients
 Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
 Tracks, manages, and documents open issues keeping the client and agent informed of status and resolution
 Quotes, analyzes, and compares health, individual and ancillary products
 Submits applications and tracks to approval
 Manages renewal timeline to ensure timely execution of client decisions
 Prepares summaries of insurance, renewals and proposals
 Reviews client contracts and policies for accuracy
 Supports agents with new and renewal business presentations as needed
 Maintains agency management system with up-to-date and accurate information
 Builds and maintains strong customer relationships through pro-active communication
 Communicates and educates clients on latest industry trends, issues, and changes 
﻿﻿﻿﻿﻿Personal Development
 Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
 Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
 Understands how to perform technical tasks to meet and exceed client expectations 
Administrative
 Organizes tasks and resources to complete work and meet deadlines according to established procedures
 Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
 Responds to incoming phone calls and emails promptly and effectively
 Performs basic office functions including emailing, filing, scanning, copying, and faxing 
Customer Service
 Delivers exceptional customer service according to Spectrum's Customer Service Standards with a goal of exceeding customer expectations with every interaction
 Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
 Answers customer questions and resolves complaints in a timely and efficient manner
 Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors 
 
Other Duties
 Maintains a safe, clean, and professional work area
 Maintains open communication with manager and all coworkers
 Maintains job-related confidentiality
 Adheres to Spectrum's mission, vision, and values
 Promotes Spectrum by maintaining a professional image and positive attitude
 Abides by policies set forth in the Employee Handbook
 Performs any and all related duties as assigned by manager including Customer Service Representative and Agency Services Representative duties</div><h2 class="jobSectionHeader"> 
About Us</h2><div>
Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives.</div></div>

Account Manager - Benefits

Join Spectrum Insurance Group and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Spectrum Insurance Group

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Account Manager - Employee Benefits

Account Manager - Benefits