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Employee Benefits Account Manager

Company: M3 Insurance
Location: Madison
Posted on: June 12, 2021

Job Description:

Client Service

  • Build and maintain strong relationships with all clients and carriers on assigned book of business by responding to issues relating to, but not limited to, questions on policies, coverages, claims, and accounting/billing.

Marketing

  • Assist the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance.
  • Identify cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property & Casualty and Personal Lines.

Administrative Duties

  • Organize and prioritize workflows for assigned book of business, delegating tasks to other team members as needed.
  • Maintain life and health license and professional skills through continuing education sessions.

Keywords: M3 Insurance, Madison , Employee Benefits Account Manager, Other , Madison, Wisconsin

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