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Employee Benefits Corporation (EBC) | Account Manager

April 07, 2021 3:59 PM | Mathias Lemos Castillo (Administrator)


DEPARTMENT: EBC


REPORTS TO: EBC Vice President


PRIMARY OBJECTIVE:

Performs administrative support to the sales and service activities of EBC in an effective and efficient manner.


MAJOR AREAS OF ACCOUNTABILITY:

  1. Provides administrative support for agent, which may include: contacting banks for meetings as needed, preparing new business proposals and submissions for agent as assigned, preparing applications for carriers, etc. 

  2. Perform database administration, including data entry, customer/policy info. and correspondence, running reports, etc.

  3. Assist agent with preparing renewal packets and client quotes in an accurate and timely manner as required.

  4. Maintains and monitors information sent to carriers, lists of quotations sent to members and prospects files.

  5. Responds to customer inquiries regarding coverages and products in a friendly, proactive manner.  Refers inquiries to appropriate source when necessary.

  6. Acts as liaison with all carriers to obtain information concerning submissions, change requests, quotations, and billings in an accurate and timely manner.

  7. Ensures own work area is maintained in a safe and clean manner.

  8. Performs other accountabilities and projects as assigned.



SUPERVISION OF OTHERS:

None


QUALIFICATION REQUIREMENTS:

EDUCATION AND/OR EXPERIENCE:

Associate's degree (A.A.) or equivalent from two-year college or technical school; or three to five years related health and life insurance experience and/or training; or equivalent combination of education and experience.  Appropriate state Health and Life insurance license.


SKILLS AND ABILITIES:

.  Must be detail oriented and highly organized.

.  Must have ability to work independently.

.  Must be able to work on multiple tasks simultaneously and be able to prioritize workflow.

. Must have exceptional customer service skills.

.  Must have excellent verbal and written communication skills and the ability to communicate with all levels within an organization.

.  Must have basic mathematical skills.

.  Proficient in Microsoft Word/Excel/Outlook.

.  Must have thorough understanding of Health and Life policy language. 


PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to sit.  The employee must have ability to talk, see, and hear.  The employee must occasionally lift and/or move up to 10 pounds.  



WORK ENVIRONMENT:

The work environment for this job is typical for an office.  Some travel required.




The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or requirements and does not imply a contract.



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