Interested candidates should send a resume and cover letter to:
Marlene
Kalisz
Director
of Client Services & Staff DevelopmentThe Sylvia Group of Insurance Agencies
500 Faunce Corner Road
Building 100, Suite 120
Dartmouth, MA 02747
Title: EMPLOYEE BENEFITS ACCOUNT ADMINISTRATOR
Reports To: Financial Services & Benefits Supervisor
Objective: Under the direction of the department manager, to
assist Account Executives in administering an effective program that will
retain present major accounts and attract additional accounts for the continued
profitable growth of the Agency. Account
Administrators must possess communication skills, organizational skills, and
strategic thinking skills. Life, Accident and Health licensure required.
Primary Responsibilities and Duties:
·
Act as service
contact for Employee Benefits accounts, providing service levels in accordance
with Agency standards.
·
Consistently
adhere to the department’s established
renewal timelines and expectations
·
Create complete
marketing files for Account Executives in accordance with Agency standards
· Submit requests for proposals on health and ancillary
products.
· Screen, place and process applications as assigned
· Complete applications, inspections and risk management
activities as requested and needed
·
Create proposals
for all accounts as per Agency standards
·
Consistently
provide superior customer service by promptly and thoroughly responding to
their needs, inquiries and requests
· Process policies, endorsements and cancellations
· Submit requests for proposals on life, health, dental
and individual products
· Review applications for accuracy and completeness
prior to submission to company for individual products
· Prepare sales proposals and illustrations for individual
products as requested
· Handle telephone requests and correspondence relative
to billing, enrollment and claims issues
· Review policies, endorsements and cancellations for
accuracy and delivery requirements
· Assist in securing prospects by gathering information,
completing applications, marketing and preparing proposals
· Maintain computer risk files for prospects, new and
existing clients
· Maintain company files with up to date brochures,
directories, applications, etc.
·
Seek referrals
from client base and follow through to write new accounts.
·
Monitor and work
to attain personal and Agency goals
·
Consistently and
thoroughly document and complete activities/notes/attachments and tasks for
E&O purposes, fully utilizing the Agency Management System and ImageRight
System
·
Consistently
adhere to Agency service standards and timelines
·
Participate in
seminars and classes to enhance skills and develop core competencies
·
Perform other
duties as assigned by agency management
Position Service Standards:
·
Email/Phone Calls:
Return all telephone calls to clients by close of business and to companies
within 1 business day.
·
New
Business Quotes: Ensure in house quotes are completed
within two business days.
·
Renewal Quotes:
Ensure in house quotes are completed within two business days.
·
Policy Processing:
Process policies, endorsements and cancellations within 30 days of
renewal/cancellation
·
Proposal Requests:
Submit requests for proposals on life, health, dental and individual products
within one day of request
·
Department
Retention: Minimum of 98% retention
·
Referrals:
Refer a minimum of 9 clients to another department and/or into the Agency
·
TAP Recommendations:
Have a minimum of 50 documented TAP Recommendations (or Account Developments)
·
Mail:
Review all incoming mail within 1 business day from date received; address
within 2 business days.
·
Workflow Compliance:
Maintain a minimum average of 98% compliance with position expectations (i.e.
no more than a 2% error rate)
