FNIC Trusted insurance advisors

Account Manager

• Effectively and independently manage customer service accountabilities on a book of business of $750,000 minimum in commission income while meeting department service standards
• Assist producer in development of service plan for key accounts; and coordinate and monitor the service plan as needed
• Assist management in the training and orientation of new employees to the department
• Responsible for file setup and quotes for groups with greater than 50 lives
• Knowledgeable of all group products plan designs and rating procedures for a book of business in excess of $750,000 in commission income
• Assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs
• Complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations
• Review policies upon receipt in accordance with agency procedures for timely customer service
• Review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy
• Provide backup and input directly in sales process for quotes on all product lines
• Manage renewal process according to agency procedures; assist producer in negotiating most advantageous renewal terms and conditions for the client; review quotes, prepare proposals
• Promptly respond to customers’ questions and/or requests for assistance
• Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
• Prioritize workload to consistently meet objectives and request assistance from management when necessary
• Perform quality reviews as requested by management, and comply with requirements of quality programs
• Follow agency and department procedures as outlined by management
• Meet with and maintain effective working relationships with clients to support business retention
• Meet with and maintain effective working relationships with insurance company representatives
• Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
• Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
• Maintain regular and consistent attendance
• Any other special projects and duties as assigned

Senior Account Manager, Employee Benefits