InSight Risk Management, a Member of Correll Insurance Group has an immediate need for an Employee Benefits Account Manager at our Cordova, TN location.
The Employee Benefits Account Manager work closely with clients and/or producers to service new and existing accounts to achieve Agency sales goals and service standards. In some cases, the Account Manager will assume Producer type of responsibilities in terms of meeting with clients at their place of business, presenting renewals to the client, and helping to write new business.
Essential Duties and Responsibilities:
· Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, by rounding out and cross selling lines of coverage
· Assist Producer in the new business process including the preparation of RFP’s, proposals, and presentations
· Coordinate and facilitate preparation and delivery of benefit booklets and any other fulfillment items with assistance of Client Services Team
· Coordinates and ensures a smooth transition process for new clients
· Works with clients, carriers, and other team members to resolve claims, billing, administration, and other issues on a timely basis
· Introduce resources to new clients and existing clients at renewal. Coordinate and facilitate enrollment of clients in Employee Navigator and other IRM agency resources
· Conduct quarterly/semi-annual account management visits with assigned clients
· Coordinates with producer and oversees the renewal process for assigned clients. This includes marketing activity and negotiating with the carriers on behalf of the client, presentation of renewal options to the client, and coordinating and conducting open enrollment/group meetings (along with producer if applicable)
· Assist clients with benefits regulations (COBRA, FMLA, ERISA, ACA, etc) as requested
· Maintain documentation and system updates necessary for ongoing record keeping and client management.
· Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire knowledge in industry trends and legislative changes that could affect our clients and our agency
· Maintain a Tennessee Life & Health Insurance license
· Perform other duties as requested with regard to operation of an independent insurance agency
Essential Duties and Responsibilities:
- Excellent communication and interpersonal skills.
- Strong negotiation and presentation abilities.
- Analytical and problem-solving skills to assess clients’ needs and recommend appropriate coverage.
- Self-motivated, goal-oriented, and able to work independently and as part of a team.
- Technical proficiency with insurance agency management systems and Microsoft Office Suite.
- 2+ years of experience in Employee Benefits
Work Location:
Cordova, TN
Work Type:
Full-time, M-F
Summary: If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group, we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.
NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
We are an equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
national origin, disability status, protected veteran status, or any other
characteristic protected by law.
Correll Insurance Group has been in the Carolinas since 1931.
The local agents of Correll Insurance Group offer individual and business insurance solutions. We develop client relationships to provide insurance packages, including homeowners and car insurance, flood and liability insurance, for both businesses and families.
We support local, independent agents who serve the towns they live in. Our agents have stood beside their neighbors in the Carolinas, Tennessee, Kentucky, Arkansas, and Mississippi for generations. Correll agents offer services backed by the resources of an established, national firm.
Correll Insurance Group, one of the largest independent insurance agencies in the Southeast. We are a Trusted Choice® independent agency that represents more than 200 insurance companies, allowing us to design the best product for most situations.
