American National Bank of Texas

  • Employee Benefits Account Manager

    Posted Date 1 month ago(3/15/2018 2:48 PM)
    Job ID
    2018-2576
    Location
    US-TX-Dallas
    Location Name
    ANBTX Insurance Services
  • 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 Employee Benefits Account Manager 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
    • Texas Life & Health Insurance Licenses required

     

    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

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