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Employee Benefits Account Manager
BancorpSouth
Gonzales, LA, United States
Job Details - this job has expired, please see similar jobs below
You want to succeed. We want to succeed. Let’s do it together.
The success of any business relies upon its ability to match opportunities with the right resources - and most importantly, the right people. BXS Insurance (BXSI) provides Commercial, Employee Benefits, and Personal insurance brokerage and consulting services throughout the United States.
There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At BXSI, we are more than just a work place. We are a company that prides itself on values and the people that we employ.
Start your search for a career with BXS Insurance.
Primary Function
The Employee Benefits Account Manager II is responsible for the delivery of exceptional service to our employee benefit clients. This individual assists the senior servicing staff and/or Producer in managing the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts. Typically assigned to mid-sized or moderately complex clients.
Primary Responsibilities
• Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
• Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
• Partners with producer(s) and marketing on new/renewal business strategy including the coordination of roles and the obtaining of information.
• Markets new and renewal business to appropriate carriers as needed or requested.
• Maintains accurate and up-to-date data in agency management system according to agency workflows.
• Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner.
• Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.
• Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
• Provides guidance and direction to account associates and less experienced account managers as needed.
• Overtime work, as needed.
• Other duties as assigned.
Qualifications
Education/Designations
• College degree preferred, high school diploma or equivalent required
• Appropriate active Life & Health license required
Skill Requirements
• Experience and proficiency using Microsoft Word and Excel
• Excellent verbal and written communication skills
• Ability to work with numbers including basic calculations
• Organizational and time management skills
• Ability to work in a team environment
• Projects professional appearance and manner
• Self-starter with the ability to be flexible
• High attention to detail
Work Experience
• Typically has up to 3+ years of account management experience.
• Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverages and industry operations.
BXS Insurance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.