Account Manager - Employee Benefits

Company: Alera Group
Location: Greenville
Posted on: January 15, 2022

Job Description:

Forum Benefits, an Alera Group Company is seeking an Account Manager to join our Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Want to join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you-- - -re looking for, this is your chance to be part of an amazing organization! The Forum team was established in 2007 to provide improved flexibility with customized employee benefits and HR technology solutions for our customers. In 2016, Forum merged with 23 like-minded, high-performing independent firms across the United States to form Alera Group, the nation-- - -s 14th largest independent insurance agency and the 7th largest privately held benefits firm. This provides us access to resources, technical expertise and best practices of a larger national firm, while maintaining the personal local service employers need. We-- - -ve put together an innovative team of experts to create customized, results-driven strategies for your business. Employers are increasingly faced with rising benefit costs, administrative burdens and compliance liabilities. We have designed our firm to address the specific needs and goals of mid-market companies, and our unparalleled processes leverage market and employer data to make purposeful decisions -- - - leading to better outcomes for our clients. We think a name is part of the building blocks of who you are, and at Forum Benefits, we-- - -re excited to show you what makes us different. Our favorite synonyms for Forum are passionate, enthusiastic, and loyal. These are traits that make up our team, and something that sets us apart. The focus of this position is to assist the Account Executive & Account Manager with clients while maintaining a high level of client and internal team satisfaction. In this role, successful candidates need to be highly organized with experience in an insurance agency. Responsibilities

• Respond to employee and client requests in a timely, effective, and professional manner.
• Set up client marketing files according to agency procedures and timeframes.
• Perform rating functions on various carrier websites.
• Process policies, endorsements, and requests according to agency procedures and timeframes.
• Issue certificates of insurance, insurance applications, identification cards, etc.
• Compose letters to clients and insurance carriers.
• Contact clients and/or insurance carriers for information or to perform service as needed.
• Carry out any other duties/responsibilities/projects as determined by Supervisors/Management. Qualifications
  • Bachelor-- - -s degree preferred.
  • Minimum of one-year prior experience in an insurance agency and experience with an agency management system.
  • Ability to obtain Life, Accident and Health license within 90 days following date of hire date.
  • Proficient in MS Office Suite.PandoLogic. Keywords: Compensation / Benefits Account Manager, Location: Greenville, SC - 29603

Keywords: Alera Group, Greenville , Account Manager - Employee Benefits, Executive , Greenville, South Carolina