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Benefits Account Manager

Company: MLJ Insurance Services LLC
Location: Lafayette
Posted on: March 10, 2018

Job Description:

Job Description About us: Our team is growing, and we are looking for a high-energy person who is passionate about working with customers. As the Employer Benefits Account Manager, you are responsible for communicating with and retaining Employer Benefit clients. Someone with a cooperative character who will assist the management in obtaining, maintaining, and expanding business will be a great addition to our team.In this role, you will:Maintain a book of employer benefit accounts

  • Coordinate with the producer to process all new and renewal business
  • Work to maintain synergy with the producers, our carrier requirements, and the needs of our clients
  • Assist in the preparation of new client proposals
  • Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue[MH1]
  • Review all new policies for accuracy[MH2]
  • Process renewals through communication/interfacing with clients and companies
  • Process invoices and credits for agency billed business
  • Process cancellations according to procedure manual
  • Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
  • Improve/refine professional skills through continuing education
  • Maintain account files in accordance with established procedures
  • Generate applicable reports
  • Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representativesWhat you offer us:
    • Current Colorado Health/Life License
      • If not currently licensed: Candidate must be willing to obtain an insurance license within 90 days of employment. Agency will pay cost of classes.
      • 2 years of brokerage experience
      • High school diploma required, though college degree preferred
      • Understand and analyze insurance coverages, forms, and policies
      • Above average math & Excel skills
      • Strong written, oral, and phone communication skills
      • Organize, set, and maintain priorities
      • Basic knowledge/experience with an agency management system
      • Strong working knowledge of Microsoft OfficeWhat we offer you:
        • A rewarding job that helps local businesses in the community
        • Medical/dental/vision/LTD/STD/life insurance, Generous time-off policies (2 weeks+ of PTO that can be used as Personal/Sick/Vacation)
        • A work/life balance because that’s important for all of us
        • Learn from the expertise of your coworkers
        • Growth- MLJ is growing, and so can your career
        • Be part of a motivated teamLocation: United States, Colorado, LafayetteRequired Education: High school or equivalentRequired Experience: 2-5 years [MH1]I normally handle all of this with assistance on loading the sold plan(s) in online enrollment portal and reviewing employee forms. [MH2]See above

          Keywords: MLJ Insurance Services LLC, Denver, Benefits Account Manager, Executive, Lafayette, Colorado

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