Group/Life Account Manager - Ft. Worth, TX
Group/Life Account Manager - Ft. Worth, TX
Questpro
Fort Worth, TX
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No longer accepting applications
Group Life and Health Account Manager needed in Ft. Worth, TX for a Specialty Insurance Agency.
Direct Hire, Permanent Role
Essential Job Functions
Direct Hire, Permanent Role
Essential Job Functions
- Service and reconcile all aspects of custom plans
- Process and post premium payments
- Reconcile all related accounts on all lines of coverage
- Run and maintain daily, weekly, and monthly reports
- Process cancellations, refunds, collections, bank drafts and invoicing
- Commission tracking
- Maintain and update renewal rate tables
- Print and mail renewal letters
- Reconcile monthly payments made to insurance carriers
- Post and reconcile daily bank drafts
- Quote, consult and remit individual applications to insurance carriers
- Assist with team departmental projects
- Meet weekly with executive director to discuss the week’s activity
- Acquire and apply industry knowledge quickly
- Develop and maintain customer relations
- Assist on difficult judgment calls and settle issues or complaints
- Foster and maintain relationships with carrier contacts
- Predict customer expectations and maintain sensitivity to issues or complaints
- Fulfill other duties as assigned by the executive director of insurance services
- Assist with Client Service Manager responsibilities as needed
- Attend annual conference
- Special Projects as needed
- Must be able to work hours with flexibility
- Must be able to be in the Fort Worth office as required-(Hybrid position)
- Must have superior math and language skills
- Must have exceptional phone skills
- Must have excellent judgment
- Admirable attention to detail
- High School or equivalent
- Current Group I Life and Health License as required by the state of Texas
- Working knowledge of Microsoft Programs, Salesforce, ten key, letter writing, phone skills
- Insurance background preferably in both individual and group products
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Customer Service -
Industries
Insurance
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k)
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