Employee Benefits Account Manager

Saved job description

Employee Benefits Account Manager

Tulsa, OK

Onsite Position

BancFirst Insurance Services, 220 E 8th St, Tulsa, OK  74119

Full Time

POSITION SUMMARY

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

ESSENTIAL DUTIES AND RESPONSIBILITIES  include the following: 

Renewal & New Business

May initiate or attend meetings with the producer(s) or supervisors to discuss marketing plans for expiring accounts in advance of expiration.  

Market new groups and renewals and prepare spreadsheets and quotes sheets as needed and instructed and discuss options with producer or customer.

Organize, assist and attend group enrollments as needed.

Submit group paperwork to carrier(s) and gather information needed for policy issuance.

Enter appropriate information according to policies and procedures into the EPIC Agency Management System including invoicing and billing.

Enter follow up activities for renewal and commissions.

Process enrollment/terms for groups as needed.

Assist with claim and customer billing inquiries and issues.

Quote individual medical, dental, etc as needed.

Answers benefit related question in dealing directly with customers or producers.

May instruct and work with Assistants in servicing of customer needs.

Accounting/Audits

Responsible for resolving accounting discrepancies to producers and clients if applicable.  

General 

Requests and tracks the processing of policy changes, additions and deletions during the policy term.

Ensures the accuracy of information in the Agency Management System.

Responsible for the accuracy of work given to Assistant(s).

Generally handles larger and more complex accounts than AM I and book is larger in size in terms of number of accounts and/or commission handled.  

Maintains positive and professional working relationships with clients, carriers and other employees in the office.

Regular and consistent attendance is an essential function of this position

REQUIREMENTS

2+ years Employee Benefits Account Manager experience

High School education required with college degree preferred or equivalent experience &/or education

Possesses a solid working knowledge of Group Employee Benefit overages and individual life/health coverages.

Current insurance license and working on CEBS designation.  

Ability to work with computer technology including use of Word and Excel or other relevant programs.  

Ability to operate computers and general office equipment

Aptitude for accuracy in mathematical calculations

Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.

Organizational and Time Management skills to prioritize workloads and meet deadlines.

Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.  

Hometown service, statewide strength.   BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

 EOE - BancFirst is an Equal Opportunity employer.

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