Job Description
The Financial Service Account Manager at ISU Insurance Services of Colorado is responsible for the delivery of services, with an emphasis on fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance. They will have daily interaction with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
- Handling policy administration with duties ranging from evaluation of renewals, preparing proposals, and responding to client requests.
- Set up and administer our online benefits portal (EASE/Navigator) for group clients.
- Review contracts and coverages and complete agency invoicing.
- Collaborate with Producers to manage expiration process (marketing through policy delivery).
- Coordinate requests for additional information between the client and the Carriers.
- Maintain up to date knowledge of markets and company specific products.
- Documenting all tasks, requests, and emails into agency management system (AMS360).
- Organize and prioritize work, tracking deadlines.
- Perform other duties as assigned.
- Competitive Pay and Benefits
- Paid Time Off
- Professional Development
- Job Stability in a growing industry
- Broad knowledge of benefit products and services.
- Strong written, verbal, and active listening communication skills.
- Proficient in organizational and time management skills to prioritize workload and meet time sensitive deadlines.
- Experienced computer skills, Microsoft Office Suite, AMS360 or other Agency Management Systems
- Demonstrated self-starter who can work independently, possesses good common sense, aptitude for numbers and data analysis, and takes personal accountability for outcomes.
- Operate within specific company guidelines and delegate work as needed.
- 2-5 years of related experience and/or training in the insurance industry.
- Colorado Life & Health License is preferred. CEBS or GBDS designations are a plus.
This is a remote position.