Group Benefit Account Manager

Euclid Managers - Itasca, IL (30+ days ago)


Euclid Managers located in Itasca is seeking a Group Benefit Account Manager for our Benefits Division.

Euclid Managers is a privately owned Managing General Agent. We are conveniently located north of Lake Street off of I-355 / I-290 and have been in business for over 50 years.

Along with an excellent work environment, our company of over 100 employees offers a wide variety of benefits including; medical, dental, vision, disability, 401k and vacation package. We’re happy to show you the benefits of joining our team!

PURPOSE OF THE JOB:

Assist in maintaining broker relations by servicing new and existing group benefit accounts from 2-99 lives in a team environment. Process submissions to underwriting / installation, membership transactions and renewals. Provide customer service to clients, brokers and marketing representatives.

ESSENTIAL FUNCTIONS:

  • Process and follow-up on new business submissions. Maintain workflow to meet the goals established by management.
  • Coordinate submissions and underwriting decisions with marketing representative and broker/client.
  • Prepare new business quotes for submission to the carrier.
  • Responsible for broker/client acceptance/declination of all cases once the underwriting process is completed.
  • Pursue and develop good working relationships with underwriting and broker/client.
  • Maintain and service existing clients (brokers, groups and members) by providing guidance on issues that arise. I.e., new case submissions, eligibility issues, invoices inquiries, procedures, benefits, claims, renewals, etc.
  • Verify and process applications in accordance with established procedures to ensure accurate billings.
  • Obtain necessary information for enrollment to maintain accurate membership record and provide confirmations in writing to client on new additions and changed memberships.
  • Communicate any unusual situation to marketing representative that developed with broker or client.
  • Responsible to work together as a team with the Marketing Representative and Team Lead so we can assist brokers and clients.
  • Coordinate Carrier renewals to ensure timely issuance
  • Process renewals to ensure billings are updated
  • Perform other duties and projects as assigned by management.

EXPERIENCE, SKILLS & ABILITIES:

Education Requirements:

College degree preferred.

REQUIRED ABILITIES:

  • Market/marketing savvy
  • Ability to work with details
  • Excellent phone personality and ability to deal with people / good oral and written communication skills
  • Good ability to prioritize
  • Team oriented / works well with others
  • Organized
  • Good computer skills
  • Detail Oriented

WORKING CONDITIONS:

May require overtime hours during high peak periods.

Job Type: Full-time