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Account Manager

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Stockton, CA, USA

Job Type

Full Time

Workspace

On-Site

About the Role

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Requirements

Job Description:

Hedy Holmes Staffing is seeking an Account Manager to assist Producers in the management and processing employee benefits. They will provide in-house customer service to clients as assigned and requested, while responding to client administrators and plan enrollees in a timely, efficient, and compassionate manner. They will manage relationships with expertise, acumen, and professionalism.


Schedule: Monday - Friday | 8:00am - 5:00pm (Hybrid – remote and some office time required)


Pay Rate: $33.65 - $40.86 /hourly


Account Manager Duties and Responsibilities:

  • Answer questions, provide information, and create solutions.

  • Assist in marketing new and renewed business, determine premiums, prepare proposals, and maintain underwriting and marketing information by carrier.

  • Monitor policy expirations and work with the Producer to secure renewal and/or new business information, while maintaining an expiration control log.

  • Prepare open enrollment material, election sheets, rating spreadsheets, booklets, rate tables, SBCs, and any other pertinent material.

  • Collect and process new enrollment materials and terminations through the year.

  • Meticulously document all transactions in the agency management system.

  • Engage in cross-selling and refer potential property and casualty accounts as appropriate in cooperation with the Producer.


Education:

  • High School Diploma.

  • College education (preferred).


Qualifications:

  • Must be able to work cooperatively and collaboratively with staff on every level and is dedicated to a respectful and collegial work environment.

  • Must be a self-starter and a lifelong earner, must display a degree of personal initiative.

  • Has the ability to define problems, collect data, establish facts, and draw conclusions.

  • Ability to interpret an extensive variety of technical instructions.

  • Constructive thinker.

  • Must have a thorough understanding of employee benefits and individual health coverage.

  • Excellent communication skills both verbal and written, with active listening skills.

  • High attention to detail.

  • Type 55 WPM.

  • Ability to sit and work at a computer for long periods of time.


Benefits:

  • Retirement.

  • Medical, dental, vision, small life, and disability.

  • Some paid holidays (10.5 annually).

About the Company

This is placeholder text. To change this content, double-click on the element and click Change Content. Want to view and manage all your collections? Click on the Content Manager button in the Add panel on the left. Here, you can make changes to your content, add new fields, create dynamic pages and more. You can create as many collections as you need.

Your collection is already set up for you with fields and content. Add your own, or import content from a CSV file. Add fields for any type of content you want to display, such as rich text, images, videos and more. You can also collect and store information from your site visitors using input elements like custom forms and fields.

Be sure to click Sync after making changes in a collection, so visitors can see your newest content on your live site. Preview your site to check that all your elements are displaying content from the right collection fields.

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