Our client is a well-respected regional insurance agency that has been around for over fifty years. They have multiple offices throughout Texas and currently have a need for an Employee Benefits Account Manager in their office in San Antonio. They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management. The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.
Employee Benefits Account Manager Responsibilities:
- Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
- Choose plan design recommendations and consult with producers as necessary.
- Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
- Conduct client enrollment meetings in the absence of the Account Executive or Producer.
- Educate and encourage utilization of agency’s internal resources.
- Perform daily client service as main point of contact internally for questions/issues.
Employee Benefits Account Manager Requirements:
- Bachelor’s degree or equivalent professional experience required.
- 3-5 years of progressive account management experience, preferably with an agency.
- State Life & Health license required.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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