Account Manager - Life & Health

Posted on Sep 22 Los Angeles, CA

Wilshire Insurance Agency

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 200 locations across the US and continue to grow every month. To fuel that growth we have another exciting opportunity as an Account Manager – Life & Health at Wilshire Insurance Agency, an Acrisure Agency Partner. This position supports several books of business and is expected to provide prompt, accurate and courteous support service to clients and colleagues.

Essential Duties and Responsibilities:
• Manage ongoing client and carrier relationships
• Maintain knowledge of ACA, ERISA, COBRA, FMLA compliance measures
• Communicate due dates, timelines and expectations to clients and management
• Prepare insurance contracts for new clients, effectively utilizing resources
• Administer renewals, including preparing proposals, for existing clients
• Facilitate regular in-person service meetings with assigned clients
• Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
• Handle medium to large groups with up to 500 lives
• Review emails within 24 hours and client voicemails within 2-4 hours

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:
• High school diploma or the equivalent in education and experience required.
• Bilingual – Excellent verbal and written communication skills required in both English and Spanish.
• Minimum of 5 years of experience in similar role working with Life & Health.
• Prior customer service experience is preferred.
• In addition, this individual must possess a Life & Health License.

Computer Skills:
• Proficient in Outlook, Windows, Excel and Word
• Ability to learn additional software and systems.

Other Qualifications:
• Must be task oriented, possess excellent organizational skills, and have ability to prioritize work load.
• Excellent communication skills, both oral and written.
• Must have strong presentation skills and excellent time management skills.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms.
• Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Work is done in a temperature-controlled, non-smoking office.
• Work stations are cubicles with moderately high sides.
• The noise level in the work environment is usually moderate.
• There may be some travel associated with this position.