Employee Benefits Account Manager III at Trustmark National Bank in Jackson, MI
Overview The purpose of this job is to assist the EB Producer/Account Exec in all aspects of account sales, marketing, and service. An acute understanding of the entire sales and service process, especially as it pertains to retaining clients, is required for this position. Market knowledge, presentation skills, and good business ethics are also required, as the Account Manager will assist in advising client on the best product for their company and employees. Must meet sales, service, and quality standards of the agency.
Responsibilities:
Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets. Keep updated suspense, expiration lists, and maintain electronic and paper files. Check or determine correct rates and premiums for requested coverage on new accounts and renewal accounts. Work with producer/account exec on information necessary for coverage necessary for desired coverage. Make sure all submissions including applications are complete, accurate and meet company requirements Receive phone calls from clients and companies and comply with the request and/or refer to the producers Marketing:
develop client proposals from inception to completion. Implement new account sales from enrollment to carrier submission. Prepare all enrollment and complete process until approved and implemented with the carrier which includes reconciliation of all employee coverages. Provide technical support to producer/account exec benefit clients and to reach agency's business goals. Provide underwriting and placement expertise on accounts Perform additional duties as assigned Qualifications Minimum of five years' experience in similar position in agency environment or insurance agency Must possess L/A/H license Should have thorough understanding of benefits offerings and underwriting requirements Knowledge of account management software helpful but not required Knowledge of the law and adherence as it pertains to government requirements Must be a self-starter, imaginative and creative with good communication skills, both verbal and written Ability to communicate orally, and in writing with others to explain complex issues, receive and interpret complex information and respond accordingly Capable in making group presentations and communicating policies and benefits Capable and knowledgeable in managing Excel spreadsheets to include:
formula functions & presentation spreadsheets Capable and knowledgeable in Powerpoint and Word files and developing presentations and client communication
Salary Range:
$80K -- $100K
Minimum Qualification
Account ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets. Keep updated suspense, expiration lists, and maintain electronic and paper files. Check or determine correct rates and premiums for requested coverage on new accounts and renewal accounts. Work with producer/account exec on information necessary for coverage necessary for desired coverage. Make sure all submissions including applications are complete, accurate and meet company requirements Receive phone calls from clients and companies and comply with the request and/or refer to the producers Marketing:
develop client proposals from inception to completion. Implement new account sales from enrollment to carrier submission. Prepare all enrollment and complete process until approved and implemented with the carrier which includes reconciliation of all employee coverages. Provide technical support to producer/account exec benefit clients and to reach agency's business goals. Provide underwriting and placement expertise on accounts Perform additional duties as assigned Qualifications Minimum of five years' experience in similar position in agency environment or insurance agency Must possess L/A/H license Should have thorough understanding of benefits offerings and underwriting requirements Knowledge of account management software helpful but not required Knowledge of the law and adherence as it pertains to government requirements Must be a self-starter, imaginative and creative with good communication skills, both verbal and written Ability to communicate orally, and in writing with others to explain complex issues, receive and interpret complex information and respond accordingly Capable in making group presentations and communicating policies and benefits Capable and knowledgeable in managing Excel spreadsheets to include:
formula functions & presentation spreadsheets Capable and knowledgeable in Powerpoint and Word files and developing presentations and client communication
Salary Range:
$80K -- $100K
Minimum Qualification
Account ManagementEstimated Salary: $20 to $28 per hour based on qualifications.
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