Commercial Insurance & Group Health Account Manager
Kinsley Power Systems, Springfield, OR, United States
Commercial Insurance & Group Health Account Manager
Location
Springfield-Gateway
City
Springfield
State/Territory
OR
This position is only eligible for in office/branch work arrangements.
Compensation
The full salary range for the Commercial Insurance & Group Health Account Manager position is $27.60 to $37.70 per hour, with new hires generally starting between $28.45 to $30.95 per hour, based on relevant knowledge, skills, education, and experience.
Spanish-language differential:
Candidates who pass the Spanish language assessment will be eligible to earn an additional $1-$2 per hour.
Annual Incentive:
In addition, all SELCO Insurance Service team members are eligible for an annual incentive bonus based on the completion of 3-4 team and individual goals, set by your supervisor at the beginning of each year. The total incentive received is calculated based on the percentage of the goals you complete. Incentive amounts can range from 0%-12% of the prior year eligible earnings (with the average payout for the last 3 years being 12%).
Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.
Medical, dental, vision, long-term disability, and life insurance
401(k) retirement plan (with guaranteed employer contributions)
Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.
The Commercial Insurance & Group Health Account Manager is responsible for selling SELCO Group’s products and services, with a focus on commercial and group health, while providing assistance to prospects and existing insurance clients.
SELCO Core Essential Functions
Demonstrate adaptability and leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.
Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.
Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
Consistently achieve individual performance goals and contribute to department and organizational objectives.
Represent SELCO with a high level of integrity and professionalism.
Adapt to and support change to accomplish SELCO’s goals and objectives.
Actively participate in and/or lead required meetings and trainings.
Perform other duties as assigned.
Position-specific Essential Functions
Update client and insurance information with insurance companies and SELCO Group’s insurance systems.
Complete applications, rate, and quote risks for new and renewal business.
Generate commercial insurance sales through internal referrals and service existing policies, and store appropriate documentation.
Assist clients and claim inquirers with connecting to the appropriate carrier and/or claim representative.
Maintain knowledge of the current underwriting requirements and authority outlined by each carrier.
Review issued policies for accuracy before delivery to clients.
Prepare and deliver binders and invoices upon binding coverage. Secure premium financing when needed.
Process premium audits and assist clients in the event of a dispute.
Evaluate client coverage needs and prepare proposals and insurance summaries.
Explain insurance policies and coverages, make recommendations, and adhere to agency procedures.
Recommend policy, process, and procedure changes to management and assist in implementation.
Create or obtain an employee census for the insured business to gather information for group health plan eligibility status.
Obtain group health quotes with insurance carriers and different plan types using census and other information.
Complete master group health application and review contributions, waiting period, and compliance.
Review employee enrollment forms and coverage options based on specific needs.
Provide and present finalized plan with Explanation of Benefits to insured for distribution to their employees.
Deepen client relationships by determining client needs and promoting and cross-selling SELCO companies’ products and services.
Skills and Abilities The position requires:
Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
Ability to discover member needs to effectively cross-sell SELCO’s products and services.
Effective communication and active listening skills through all methods of interaction (e.g., in person, via phone, and in writing).
Strong computer and software skills, including Microsoft Office 365 applications.
Strong knowledge of computer systems, including knowledge of systems as it applies to department usage.
Strong interpersonal skills with the ability to work collaboratively with others.
Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines.
Strong problem resolution and problem prevention skills.
Willingness and ability to receive, give, and apply coaching and feedback.
Ability to work accurately with close attention to detail.
Strong analytical skills and ability to use experience-related knowledge and good judgment to make sound, logical decisions.
Ability to maintain confidentiality of sensitive information.
Work ethic that includes dependability, punctuality, and a professional appearance and demeanor.
Ability to perform and complete tasks despite background noise and interruptions.
Education and Experience
High school diploma or equivalent; and
At least two (2) years of commercial insurance service experience; and
Valid Property & Casualty and Life & Health License from the State of Oregon (this requirement may be waived for the first 90 days of employment); and
Group health experience preferred, but not required; and
Must be bondable.
Physical Demands While performing the job duties, approximately 90% of the time is spent stationary, with the remaining time spent moving around work areas. Frequent communication occurs in person, over the phone, and in writing. This position requires the ability to view a computer screen and interpret printed materials and other documents. This position requires the ability to lift and transport up to 5 pounds, and there is an occasional need to stoop, kneel, or reach to access documents, equipment, and supplies.
Interaction and Work Environment Reports to: SIS Operations & Service Manager Work areas are inside a climate-controlled environment with background noise.
Material and Equipment Used Computer, phone, scanner, copier, fax machine, web camera, and general office supplies
Acknowledgement I have received and reviewed a copy of the Commercial Insurance & Group Health Account Manager job description. I understand that this job description is not a contract of employment and in no way changes the at-will nature of the employment relationship with SELCO Group.
#J-18808-Ljbffr
Location
Springfield-Gateway
City
Springfield
State/Territory
OR
This position is only eligible for in office/branch work arrangements.
Compensation
The full salary range for the Commercial Insurance & Group Health Account Manager position is $27.60 to $37.70 per hour, with new hires generally starting between $28.45 to $30.95 per hour, based on relevant knowledge, skills, education, and experience.
Spanish-language differential:
Candidates who pass the Spanish language assessment will be eligible to earn an additional $1-$2 per hour.
Annual Incentive:
In addition, all SELCO Insurance Service team members are eligible for an annual incentive bonus based on the completion of 3-4 team and individual goals, set by your supervisor at the beginning of each year. The total incentive received is calculated based on the percentage of the goals you complete. Incentive amounts can range from 0%-12% of the prior year eligible earnings (with the average payout for the last 3 years being 12%).
Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.
Medical, dental, vision, long-term disability, and life insurance
401(k) retirement plan (with guaranteed employer contributions)
Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.
The Commercial Insurance & Group Health Account Manager is responsible for selling SELCO Group’s products and services, with a focus on commercial and group health, while providing assistance to prospects and existing insurance clients.
SELCO Core Essential Functions
Demonstrate adaptability and leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.
Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.
Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
Consistently achieve individual performance goals and contribute to department and organizational objectives.
Represent SELCO with a high level of integrity and professionalism.
Adapt to and support change to accomplish SELCO’s goals and objectives.
Actively participate in and/or lead required meetings and trainings.
Perform other duties as assigned.
Position-specific Essential Functions
Update client and insurance information with insurance companies and SELCO Group’s insurance systems.
Complete applications, rate, and quote risks for new and renewal business.
Generate commercial insurance sales through internal referrals and service existing policies, and store appropriate documentation.
Assist clients and claim inquirers with connecting to the appropriate carrier and/or claim representative.
Maintain knowledge of the current underwriting requirements and authority outlined by each carrier.
Review issued policies for accuracy before delivery to clients.
Prepare and deliver binders and invoices upon binding coverage. Secure premium financing when needed.
Process premium audits and assist clients in the event of a dispute.
Evaluate client coverage needs and prepare proposals and insurance summaries.
Explain insurance policies and coverages, make recommendations, and adhere to agency procedures.
Recommend policy, process, and procedure changes to management and assist in implementation.
Create or obtain an employee census for the insured business to gather information for group health plan eligibility status.
Obtain group health quotes with insurance carriers and different plan types using census and other information.
Complete master group health application and review contributions, waiting period, and compliance.
Review employee enrollment forms and coverage options based on specific needs.
Provide and present finalized plan with Explanation of Benefits to insured for distribution to their employees.
Deepen client relationships by determining client needs and promoting and cross-selling SELCO companies’ products and services.
Skills and Abilities The position requires:
Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
Ability to discover member needs to effectively cross-sell SELCO’s products and services.
Effective communication and active listening skills through all methods of interaction (e.g., in person, via phone, and in writing).
Strong computer and software skills, including Microsoft Office 365 applications.
Strong knowledge of computer systems, including knowledge of systems as it applies to department usage.
Strong interpersonal skills with the ability to work collaboratively with others.
Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines.
Strong problem resolution and problem prevention skills.
Willingness and ability to receive, give, and apply coaching and feedback.
Ability to work accurately with close attention to detail.
Strong analytical skills and ability to use experience-related knowledge and good judgment to make sound, logical decisions.
Ability to maintain confidentiality of sensitive information.
Work ethic that includes dependability, punctuality, and a professional appearance and demeanor.
Ability to perform and complete tasks despite background noise and interruptions.
Education and Experience
High school diploma or equivalent; and
At least two (2) years of commercial insurance service experience; and
Valid Property & Casualty and Life & Health License from the State of Oregon (this requirement may be waived for the first 90 days of employment); and
Group health experience preferred, but not required; and
Must be bondable.
Physical Demands While performing the job duties, approximately 90% of the time is spent stationary, with the remaining time spent moving around work areas. Frequent communication occurs in person, over the phone, and in writing. This position requires the ability to view a computer screen and interpret printed materials and other documents. This position requires the ability to lift and transport up to 5 pounds, and there is an occasional need to stoop, kneel, or reach to access documents, equipment, and supplies.
Interaction and Work Environment Reports to: SIS Operations & Service Manager Work areas are inside a climate-controlled environment with background noise.
Material and Equipment Used Computer, phone, scanner, copier, fax machine, web camera, and general office supplies
Acknowledgement I have received and reviewed a copy of the Commercial Insurance & Group Health Account Manager job description. I understand that this job description is not a contract of employment and in no way changes the at-will nature of the employment relationship with SELCO Group.
#J-18808-Ljbffr