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Employee Benefits Account Manager

Company: Reese Insurance Group, Inc.
Location: Rockford
Posted on: June 25, 2022

Job Description:

Reese Insurance Group is a leading, full-service insurance brokerage. We are looking for talented individuals to service the Employee Benefits Division and help drive of our multi-state growth.
Reese Insurance Group is a partner of Superior Insurance Partners (Superior). Superior is one of the fastest growing insurance brokerage platforms in the country. With financial backing in excess of $150 million, Superior helps its agency partners, employees, and clients by providing best in class risk advisory support and services.
Employee Benefits Account Manager (AM) provides day-to-day service to policyholders, fellow employees, and insurance carriers. The AM is responsible for helping their team, and Reese Insurance Group achieve growth and retention objectives by providing timely, accurate and professional service to all customers.Responsibilities

  • Process applications for, changes to, reinstatement of, and cancellation of insurance policies.
  • Reviewing insurance applications to ensure that all questions have been answered
  • Changing policy records to conform to insured partys specifications
  • Compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies
  • Verifying the accuracy of insurance company records
  • Prompt response to requests for information from the customer, adjuster, or appraiser
  • Accurate claims and policy detail in the computer
  • Accurate and prompt billing
  • Prompt response to correction request and request for information
  • Assist with coverage and marketing letters
  • Assist with overflow phone calls
  • Cross-sell and up-sell when talking with clients
  • Quoting when needed on policy changes, new business and remarketing
  • Follow-up on pending and open items
  • Establish and maintain good working relationships with carriers
  • Explain coverage to clients, as necessary
  • Notify agent of dissatisfied clients - Customer-at-risk
    • Be willing to take classes as required by the state to satisfy licensing requirements
    • High School Diploma, College Education Preferred
    • 3+ Years' Experience in Insurance Preferred
    • Current Life/Health License Preferred and/or no negative history to have a declined license
    • Valid Driver's License
    • Transportation to and from work
    • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Keywords: Reese Insurance Group, Inc., Rockford , Employee Benefits Account Manager, Executive , Rockford, Illinois

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