Employee Benefits Account Manager
Company: Van Meter Insurance Group
Location: Bowling Green
Posted on: June 8, 2021
Summary Analyzes and answers requests by mail, telephone, or in
person from policyholders or internal production and marketing
personnel for information concerning insurance policies by
performing the following duties. Essential Duties and
Responsibilities Disclaimer: the duties listed are intended to
describe the general nature and level of work to be performed. This
is not an exhaustive list of all responsibilities, duties and
skills which may be required. 80% Client/Policy Services Provides
daily service to and builds relationships with clients by managing
phone calls and emails in a timely manner and attending meetings.
10% Teamwork Works together with team and with other departments,
such as Marketing, Accounting, Compliance, etc.; this includes
conferencing with Producer to discuss execution of strategies.
Assists in training new team members. Volunteers to back up and/or
assist others as needed. Manages PTO to work with departmental
needs. Special projects as requested by Manager. 10% Determination
Displays commitment and initiative to meet department and agency
education goals as set forth in the organizations education
program. Supervisory Responsibilities Directly supervises 1-2
Account Manager Assistants. Responsibilities include assigning, and
directing work to Assistants. Competencies To perform the job
successfully, an individual should demonstrate the following
competencies: Analytical - Synthesizes complex or diverse
information; collects and researches data; uses intuition and
experience to complement data. Continuous Learning - Seeks feedback
to improve performance; pursues training and development
opportunities; strives to continuously build knowledge and skills;
shares expertise with others. Job Knowledge - Competent in required
job skills and knowledge; exhibits ability to learn and apply new
skills; keeps abreast of current developments; requires minimal
supervision; displays understanding of how job relates to others.
Use of Technology - Adapts to new technologies; uses technology to
increase productivity. Design - Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely
manner; gathers and analyzes information skillfully; works well in
group problem solving situations. Project Management - Communicates
changes and progress. Customer Service - Manages difficult or
emotional customer situations; responds promptly to customer needs;
responds to requests for service and assistance; meets commitments.
Communications - Expresses ideas and thoughts verbally; expresses
ideas and thoughts in written form; exhibits good listening and
comprehension; keeps others adequately informed; selects and uses
appropriate communication methods. Cooperation - Establishes and
maintains effective relations; offers assistance and support to
co-workers; works actively to resolve conflicts. Managing Customer
Focus - Promotes customer focus; establishes customer service
standards. Oral Communication - Speaks clearly and persuasively in
positive or negative situations; listens and gets clarification;
responds well to questions. Teamwork - Contributes to building a
positive team spirit; able to build morale and group commitments to
goals and objectives; supports everyone's efforts to succeed.
Written Communication - Writes clearly and informatively; edits
work for spelling and grammar; varies writing style to meet needs;
presents numerical data effectively; able to read and interpret
written information. Quality Management - Looks for ways to improve
and promote quality; demonstrates accuracy and thoroughness.
Business Acumen - Demonstrates knowledge of market and competition;
aligns work with strategic goals. Ethics - Inspires the trust of
others; works with integrity and principles; upholds organizational
values. Organizational Support - Follows policies and procedures.
Adaptability - Adapts to changes in the work environment; manages
competing demands; changes approach or method to best fit the
situation; able to deal with frequent change, delays, or unexpected
events. Personal Appearance - Dresses appropriately for position;
keeps self well groomed. Attendance/Punctuality - Is consistently
at work and on time; ensures work responsibilities are covered when
absent; arrives at meetings and appointments on time. Dependability
- Follows instructions, responds to management direction; takes
responsibility for own actions; keeps commitments; commits to long
hours of work when necessary to reach goals.; completes tasks on
time or notifies appropriate person with an alternate plan.
Initiative - Undertakes self-development activities. Judgement -
Includes appropriate people in decision-making process.
Planning/Organizing - Prioritizes and plans work activities; uses
time efficiently. Quality - Demonstrates accuracy and thoroughness;
monitors own work to ensure quality. Qualifications To perform this
job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. Education and/or
Experience At least three years related insurance experience and/or
training, preferably handling multi-line, group health accounts; or
equivalent combination of education and experience. Language Skills
Ability to read, analyze, and interpret complex documents, such as
insurance policies. Ability to respond effectively to inquiries or
service issues from company personnel and/or clients. Mathematical
Skills Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages. Reasoning
Ability Ability to define problems, collect data, establish facts,
and draw valid conclusions. Ability to bring full resolution to
issues with minimal Producer/Service Manager involvement. Computer
Skills To perform this job successfully, an individual should have
knowledge of Database software; Internet software; Spreadsheet
software and Word Processing software. Certificates, Licenses,
Registrations Must hold applicable state insurance license or have
the ability to obtain such within 90 days of employment. Must be
able to obtain insurance designations as set forth by the
organizations education plan. Physical Demands The physical demands
described here are representative of those that must be met by an
employee to successfully perform the essential functions of this
job. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions. While
performing the duties of this Job, the employee is regularly
required to sit; use hands to finger, handle, or feel; reach with
hands and arms and talk or hear. The employee is occasionally
required to stand and walk. The employee must occasionally lift
and/or move up to 10 pounds. Specific vision abilities required by
this job include close vision and ability to adjust focus. Work
Environment The work environment characteristics described here are
representative of those an employee encounters while performing the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. The noise level in the work environment is
- Maintaining direct communication and building relationships
- Obtaining updated underwriting information from clients when
- Reviewing policies and entering information in a database
- Assisting in open enrollment meetings and assisting clients in
enrollment paperwork for employees.
- Maintaining agency management database with current information
and ordering corrections as necessary.
- Building relationships with insurance carriers.
- Developing Producer, Director of Account Services and Service
Manager confidence in job knowledge, judgment calls, and awareness
of current industry trends and developments.
- Maintaining compliance with all Employee Benefit service
standards and procedures.
- Servicing of assigned accounts with minimal Producer/Service
- Handling complex policy issues and finding resolution with
minimal Producer/Service Manager involvement.
- Coordinating with Technology and Benefits Department to support
client enrollment needs when applicable.
- Prepare ERISA wrap Documents.
- Working with marketing and clients for the purpose of gathering
- Seeking opportunities for potential up selling of
- Coordinating with Renewal Marketer when applicable.
Keywords: Van Meter Insurance Group, Bowling Green , Employee Benefits Account Manager, Other , Bowling Green, Kentucky
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