This blog provides information to students about business internships and the Charlton College internship program. This blog is hosted by Blogger, which is associated with Google. Any views or opinions expressed on this web site are solely those of the blogger and should not be attributed to UMD or the Charlton College of Business.
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.
adhere to the department’sestablished
renewal timelines and expectations
marketing files for Account Executives in accordance with Agency standards
·Submit requests for proposals on health and ancillary
·Screen, place and process applications as assigned
·Complete applications, inspections and risk management
activities as requested and needed
for all accounts as per Agency standards
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
·Maintain company files with up to date brochures,
directories, applications, etc.
from client base and follow through to write new accounts.
·Monitor and work
to attain personal and Agency goals
thoroughly document and complete activities/notes/attachments and tasks for
E&O purposes, fully utilizing the Agency Management System and ImageRight
adhere to Agency service standards and timelines
seminars and classes to enhance skills and develop core competencies
duties as assigned by agency management
Position Service Standards:
Return all telephone calls to clients by close of business and to companies
within 1 business day.
Business Quotes: Ensure in house quotes are completed
within two business days.
Ensure in house quotes are completed within two business days.
Process policies, endorsements and cancellations within 30 days of
Submit requests for proposals on life, health, dental and individual products
within one day of request
Retention: Minimum of 98% retention
Refer a minimum of 9 clients to another department and/or into the Agency
Have a minimum of 50 documented TAP Recommendations (or Account Developments)
Review all incoming mail within 1 business day from date received; address
within 2 business days.
Maintain a minimum average of 98% compliance with position expectations (i.e.
no more than a 2% error rate)