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Employee Benefits Account Manager

Company: Patra Corp
Location: Terre Haute
Posted on: November 3, 2018

Job Description:

The Employee Benefits Account Manager relies on back

office support to handle the mundane tasks that are commonly associated with an Account Management role. We believe by strengthening our back office, this

allows the Account Manager the time and ability to truly develop a relationship

with our clients. As an Employee Benefits Account Manager, you will be

assigned a block of small employee benefits account business with a targeted book of $350,000 to

$500,000 revenue range, be the main point of contact to the client, responsible for day to day servicing of accounts, and maintain and

retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals.

Core Duties


  • Develop and maintain relationships with

    clients, carriers, team members, India team, and Implementation Consultants
  • Service and manage all aspects of

    customer service for clients in accordance with both Patra and

    agency procedures
  • Manage retention of policies
  • Promote growth of existing book through

    account rounding and new business
  • Adhere to Patra Benefits Servicing

    Standards for all aspects of managing book of business
  • Maintain clients and policies in agency

    management system including tasks/activities, attachments, initiating email,

    etc.
  • Utilize India team for all workflows in

    place
  • Make recommendations to clients about

    policy coverages, changes, exclusions, and insurance coverage needs, and provide

    clarification and definitions as required
  • Deliver strong customer service by

    responding within 24 hours to inquiries, concerns, emails, and faxes, and

    returning phone calls same day
  • Stay abreast of current market

    conditions and technical knowledge of products and tools available for small group

    employee benefits
  • Use deductive reasoning and critical

    thinking in work processes and communication skills
  • Identify and communicate to Team Leads

    any areas where efficiencies can be improved as well as various other elements

    of the book such as increasing revenue
  • Maintain a paperless workflow
  • Other duties as assigned

    Minimum Requirements - Education & Experience


    • 3 to 5+ years of Employee Benefit Retail Insurance Experience
    • Active LIfe & Health Insurance License

      Knowledge, Skills and Abilities


      • Proficiency with

        core Benefits insurance coverages
      • Must be able to

        demonstrate a high level of proficiency with carrier online platforms

      • Demonstrated

        ability to communicate effectively and professionally with clients and internal

        staff
      • Demonstrate a

        sense of urgency, initiative, responsiveness, and attention to detail
      • Must be able to

        maintain the highest level of confidentiality
      • Proven ability to

        handle multiple tasks simultaneously, exceptional organizational skills, and

        the ability to meet designated deadlines are required
      • Exhibit a high

        level of energy and teamwork orientation
      • Self-starter, highly detailed, and superior organizational skills
      • Understand customer challenges and

        partner with them to find solutions
      • Excellent verbal and written

        communication skills
      • Excellent computer/internet/Microsoft

        skills
      • Patience and eagerness to be culturally

        effective with offshore (India based) employees

        Working Conditions


        • Work from home

        • Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite

          Compensation



          • Competitive Salary / Benefits / PTO

            Physical Requirements*


            • Constantly perform desk-based computer tasks
            • Frequent sitting
            • Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds

            • Sort/file paperwork, rarely twist/bend/stoop/squat

              * Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

              Work Standards


              • Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
              • Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
              • Subject to and expected to comply with all applicable Patra Corp policies and procedures

                Keywords: Patra Corp, Terre Haute , Employee Benefits Account Manager, Executive , Terre Haute, Indiana

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