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Posted: Tuesday, April 25, 2017 11:09 AM

Job Description:/h3:
Job Description
Primary Functions:
The Benefit Account Manager is responsible for maintaining and working with Large/Small Groups clients. Must be able to perform all essential duties and responsibilities listed below
Essential Duties and Responsibilities:
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Processing New Business Broker of Record : by submitting BOR letter; Verifying with carrier(s) of receipt; Confirming policy numbers and commission schedule; Setting up new working file for each line of business; Receiving contract, plan summary, current billings and renewal terms; Enter policy detail in SmartOffice including plan description, premiums, number of employees, etc.
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Renewal/Quoting Business :Prior to renewal : obtain/request renewal from carrier(s), contact client 90 days prior to their anniversary date to discuss their needs; Determine if they are satisfied with their current carrier or if it needs to be marketed. Analyze and evaluate clients current benefits program and needs; Suggest any possible additional coverages they may need; Generate renewal letter; Gather necessary renewal information (Risk Questionnaire, current census and renewal rates); Prepare and submit request for quote including plan design and carrier selection or self:quote via carrier website(s); Review quotes and prepare proposal; Present renewal proposal to client.
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Marketing : Must be able to determine market selection and plan design for each renewal; Prepare RFQ and submit to selected carrier(s); RFQ must be complete, accurate, and include all current and pertinent information for the carrier to successfully rate the group; Follow up with carriers to ensure receipt of quote by our requested due date; Review quotes and prepare proposal.
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Client Services and Administration : Receive, document and process all Large/Small Group insureds requests for service; Assist clients with claims and billing problems; Keep clients informed and updated on current events, changing markets, new products, etc.; Maintain client files (Large/Small Group)
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Automation: Maintain calendar and activities on Outlook; ensure all follow:up transactions are being completed in a timely manner; Maintain accurate and current activity logging on all transactions; Maintain current customer and policy information in SmarthOffice.
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Other Duties : Attend various departmental and other office meetings; Remain up:to:date on coverage changes, current legislation, education and technical expertise; Complete required CE credits to maintain your insurance license; Participate in seminars and classes for knowledge and skill development; Maintain and update renewal, new and written business logs.
Job Requirements
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Must have great customer service skills and 5+ years managing large and small group accounts
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Assist with open enrollments, claims and billing
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Prepare RFP and have knowledge of the individual market place
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Be able to market new and existing clients
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Must be knowledgeable on ACA
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Must be able to work in a fast pace environment and meet deadlines in an organized manner
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Must have an current and active California Life and Health Insurance License
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Knowledge of Microsoft Office is a must
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Experience with SmartOffice, Health Connect or other quoting system would be a plus
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Needs to have good communicate skills with strong attention to detail
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A team player
We offer a great working environment, competitive salaries, 401K and an excellent Benefits package.
We work 8:30 am to 5:00 pm Monday : Friday with a 1 hour lunch.
Company Description:/h3:
LBW is the largest independent full service Insurance Agency in the Santa Clarita Valley area. We are a boutique agency that provides a very high quality, high touch level of service to our Clients and we are looking for the right person to join our terrific team.

Source: https://www.tiptopjob.com/jobs/66030629_job.asp?source=backpage


• Location: San Fernando, San Fernando Valley

• Post ID: 111062313 sanfernandovalley
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