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$60k–$75k/yr
Full-time
associate degree, bachelor degree, professional certificate
Posted 18h ago
~40 hrs/week
Responsibilities
The Employee Benefit Account Manager handles the marketing of new and renewal accounts while ensuring all proposals and policies are accurate. They serve as a primary point of contact for clients, educating them on coverage and resolving claim issues.
Requirements
Candidates should ideally have 2-4 years of life/benefits experience and a state-issued life and health insurance license. A bachelor's degree and professional insurance designations like CPCU or CIC are preferred.
The Employee Benefit Account Manager assists clients with service needs, makes changes to existing accounts, and meets marketing responsibilities. The EB Account Manager will maintain service and sales delivery standards and perform essential functions to ensure the quality and service standards developed by the agency are provided to its clients.
ESSENTIAL FUNCTIONS:
Responsible for marketing new and renewal accounts at the direction of the producer Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review loss experience Keep a record of each account marketed, the carriers used, and the current status Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets Review and verify correct rates and premiums for requested coverage on new and renewal accounts Develop agency relationships with existing companies Check new and renewal policies, endorsements, and audits for accuracy in rating, typing, coverage, signatures, and input data per guidelines; invoice premium transactions as they occur Maintain an effective suspense file on outstanding orders, correspondence, reports, and follow up on overdue and suspense items; maintain expiration control log Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings) Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (includes Newsletter) Respond to phone calls from clients and companies and comply with the request and/or refer to the producer; assist the client in resolving claim issues Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions. Process all daily mail in a timely manner Maintain a weekly log of new business submitted, quotes issued, and policies written, which will be coordinated with management using agency reporting systems Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
QualificationsQUALIFICATIONS
2 - 4 Years of previous life/benefits experience preferred State-issued life and health insurance license, or the ability to quickly obtain the required Bachelor’s degree preferred Applicable professional insurance designations (CPCU, CIC, etc.) preferred
KNOWLEDGE, SKILLS, AND ABILITIES:
Thorough knowledge of insurance markets Ability to travel both locally and overnight, as needed Strong PC skills with the ability to effectively utilize Agency management systems Thorough understanding of financial services underwriting and coverages,a nd be able to interpret abstract information Ability to work within a fast-paced, changing priority environment Self-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is required Ability to communicate effectively, both verbally and in writing Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities Occasional local and out-of-town travel – less than 15% Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently Ability to lift up to 20 pounds occasionally Requires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment
INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group.
This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship.
From construction to healthcare, energy to education and beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.
Offices: 5100 N. Classen Blvd., Suite 300, Oklahoma City, OK 73118, US · 1501 Mart Drive, Little Rock, AR 72202, US · 2301 W. Plano Parkway, Suite 108, Plano, TX 75075, US · 4646 E. Van Buren St., Suite 200, Phoenix, AZ 85008, US · 8500 Stockdale Highway, Suite 200, Bakersfield, CA 93311, US
How many Administrative jobs are open in Richardson, TX right now?
There are currently 199 open administrative positions in Richardson, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Richardson, TX?
Companies currently hiring include Celestica, Methodist Health System, Associa Community Management Corporation of New Jersey, RTX, Sonic Automotive, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Richardson, TX?
Yes — 30 of the 199 open administrative positions offer remote or hybrid work (12 remote, 18 hybrid).
How do I apply for Administrative jobs in Richardson, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.