Cross Pointe Insurance Advisors
Insurance Account Manager
Full Time • EBP Professionals - Cross Pointe
Job description
We are looking to fill an open account manager position on our Employee Benefits Team. Employee Benefits Professionals in an Oklahoma City based employee benefits consulting agency helping employers throughout Oklahoma and beyond with the complex issues that arise in the field of employee benefits. The Employee Benefit Account Manager serves as the liaison between the Producer and their customers. We are looking for a dedicated and personable account manager to maintain our clients' accounts and serve as a point of contact. Applicants should also be comfortable working with spreadsheets, audits, and other organizational software.
ESSENTIAL FUNCTIONS:
· Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients.
· Ensure all proposals and submissions, including applications, are complete, accurate and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review loss experience.
· Keep a record of and follow up each account marketed, the carriers used, and status until complete.
· Review and verify correct rates and premiums for requested coverage on new and renewal accounts
· Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines.
· Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
· Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow-up on cancellation requests to carriers to ensure accurate and timely resolution.
· Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
· Maintain a weekly log of new business submitted, quotes issued, and policies written.
· Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
· Other duties as assigned.
KNOWLEDGE, SKILLS AND QUALIFICATIONS:
· Thorough knowledge of insurance markets.
· Strong PC skills with the ability to effectively utilize Agency management systems.
· Ability to work within a fast paced, changing priority environment.
· Self-motivated with the initiative to prioritize and be self-directed.
The ability to interact effectively with colleagues and managers in a team environment.
The ability to interact effectively with colleagues and managers in a team environment.
· Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
· Ability to maintain accuracy while multitasking and juggling several responsibilities simultaneously.
· 2 - 4 Years previous life/benefits experience preferred.
· State issued life and health insurance license, or the ability to quickly obtain required.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
EBP offers competitive salaries based on experience and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), educational expense reimbursement, employee assistance program, training programs, and more.
EBP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, EBP will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
The ability to interact effectively with colleagues and managers in a team environment.
· Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
· Ability to maintain accuracy while multitasking and juggling several responsibilities simultaneously.
· 2 - 4 Years previous life/benefits experience preferred.
· State issued life and health insurance license, or the ability to quickly obtain required.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
EBP offers competitive salaries based on experience and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), educational expense reimbursement, employee assistance program, training programs, and more.
EBP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, EBP will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)