American National Bank of Texas

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Insurance Account Manager (Employee Benefits)

Insurance Account Manager (Employee Benefits)

Job ID 
2018-2511
Posted Date 
1/5/2018
Location 
US-TX-Dallas
Location Name 
ANBTX Insurance Services

More information about this job

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

Responsibilities

The Insurance Account Manager (Employee Benefits) is responsible for maintaining and expanding assigned accounts.

  • Builds and maintains relationships with clients
  • Analyzes client policies to identify opportunities for rounding out or upgrading accounts through cross-selling
  • Ensures all contact with clients, prospects and carriers is documented in the agency management system; create follow-up activities for transaction requiring further action
  • Solves the majority of client problems; discusses serious problems with producer/account executive and decide appropriate course of action
  • Responds to inquiries from clients
  • Proofs booklets and contracts for accuracy
  • Conducts employee enrollment meetings and follows up on approval of cases
  • Sets up and maintains client files through documenting conversations, sending confirmations to clients, and adhering to all other company procedures

Qualifications

Qualifications

  • High School diploma or GED; Associate's degree preferred
  • 5-7 years industry experience in managing clients

 

Skills

  • Prepares proposals/spreadsheets for new and renewal groups; may present plans to existing clients 
  •  Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.
  • Lifting in an office setting may be required up to 30lbs.

 Equal Opportunity Employer