Account Manager - Benefits

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.

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 & 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.

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