The EHB Account Managermanages, maintains and expands client accounts to develop, enhance and solidify relationships. This is achieved by providing exceptional customer service and professional insurance services with the coordination of Producers, Service Team members and other departments.
Maintains consistent and continuous communication with assigned clients to provide needed information, creative solutions, and resolution of issues for clients
Manages clients' day to day service needs by working with team members to ensure requests are met
Understands carriers' underwriting processes and procedures
Requests renewal information, directs Account Assistant to market account, and structures clients' proposals
Prepares comparisons for recommended coverage, facilitates opportunities for account rounding and negotiates renewal terms
Invoices fee-based accounts
Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage
Works directly with Producers Carrier Representative, Clients, Service Team, and other departments to maintain current information in the agency management system
Initiates periodic visits to clients to ensure high levels of client satisfaction and to provide additional coverage options and/or account rounding opportunities (per Department guidelines)
Schedules and conducts Employee Meetings to present coverage(s)
When appropriate, requests disruption report
Ensures accuracy, proper handling, and appropriate distribution of policies (SBC, etc.), and other requests from clients
Assists in locating and implementing appropriate wellness program vendors
Participates and assists with employee's claims through processing or forwarding to Claims Manager
Participates in continuing education to maintain Health and Life license
Stays current on regulations, Health Care Reform, and general insurance knowledge. Assists in communicating this information to clients.
EDUCATION & EXPERIENCE:
High School Diploma or equivalent required
College Degree Preferred
3-5 years industry experience
3+ years of Account Administrator experience or Equivalent required
Health & Life License required
Industry certification preferred and required for advancement
SKILLS & ABILITIES:
Proficient in Microsoft Office 2010 (Outlook, Word and Excel)
Excellent communication skills, including listening, speaking and writing
Flexibility and creativity for developing innovative and customized business solutions
Exceptional relationship development skills and interpersonal skills
Strong analytical and problem solving skills
Computer literacy for correspondence, data entry, e-mail, Internet, Carrier websites, spreadsheets and accessing data from company systems
Must have transportation to travel between offices, to event locations and other required destinations and must maintain a valid driver's license; colleague is expected to provide his/her own vehicle and will be reimbursed for mileage only
Demonstrate our Values
Integrity - Demonstrates professional behaviors with honesty and respect
Collaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers.
Passion for customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients' business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients' expectations.
Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client as well as knowledge of the insurance industry.
Accountability - Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations.
These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.
Sit for long periods of time, stand, walk, move about the facility, bend, stoop, and climb stairs; demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment; reach above shoulder height, below the waist, and lift to file documents or store materials; lift and move up to 25 pounds; speak and hear sufficiently to communicate in person and over the phone; read words and numbers; maintain visual ability including close vision, distance vision, color vision, peripheral vision, depth perception and to adjust focus; work overtime as required; meet expectations for attendance and punctuality; able to pay attention to details; able to concentrate; interact professionally, cooperatively and productively; perform in a manner that prevents errors and omissions; tolerate a constant, moderate noise level; work independently; carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices; tolerate high levels of stress and a stressful work environment; meet multiple deadlines consistently.
Employee typically performs the majority of their work from their desk,and is required to use a computer andtelephone.
Work is generally performed in a quiet office environment.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.
This position is not eligible for remote work in Colorado.