Note: The job is a remote job and is open to candidates in USA. WHA Insurance is seeking a skilled and experienced Employee Life and Health Account Manager to join their team. In this role, you will manage a portfolio of benefits insurance clients, provide exceptional service, and maintain strong relationships with clients.
Responsibilities
- Manage a book of business to ensure client retention, growth, and profitability
- Answers calls from clients, prospects, and carriers each day, professionally and helpfully
- Responds to all client queries and requests in an accurate and timely manner
- Insurance Consultation, Assess Clients risk exposures and insurance needs to provide advice on tailored solutions to their business needs
- Issues all policy documents at renewal and as requested by clients or insured’s clients
- Reviews all quotes, policies, and endorsements from carriers for accuracy and completeness
- Assists clients with claim reporting and follows up on all claim information for the client
- Completes all processes for renewals, on all assigned accounts
- Markets accounts to appropriate carriers to receive quotes
- Prepares information for customers including proposals, summaries, and schedules
- Prepares invoices and claim reimbursement agreements as needed
- Partners with sales staff to meet and exceed customer’s service expectations
- Assists with Medicare as needed
Skills
- Must have an active Life & Health Agents' license in the state of Oregon. (Or the ability to obtain within 90 days of hire)
- Minimum of 3 years of experience in insurance customer service
- Typing speed of no less than 45 wpm
- Proficiency with all Microsoft Suite applications including Word, Excel, Outlook
- Proficiency with general office software applications including Adobe, Explorer, and internet-based information systems
- Must possess excellent written and verbal communication skills
- Must work well independently as well as in a team-oriented environment
- Ability to take initiative in all aspects of work
Benefits
- Onsite employee gym.
- Fully stocked employee kitchen (fruits, veggies, snacks, and more).
- Incentivized wellness program with cash bonuses.
- Paid Costco membership.
- Robust health plan including medical, dental, vision, and more.
- 401k with annual company match.
Company Overview