Account Manager - Individual Benefits
Synectics Inc., Eau Claire, WI, United States
Account Manager – Responsibilities
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.
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.
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.
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.
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.
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.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon‑Fri Schedule
Career Growth Opportunities
Retirement Pla
#J-18808-Ljbffr
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.
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.
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.
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.
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.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon‑Fri Schedule
Career Growth Opportunities
Retirement Pla
#J-18808-Ljbffr