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Insurance Account Manager | Insurance Agent in Insurance Job Job at Wilcox Financial Services in M1

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Insurance Account Manager

Location:
Mc Cook, NE
Description:

Wilcox Financial Services a leading insurance brokerage that provides employee benefits with our unique Trifecta Platform. Wilcox Financial Services provide health plans that are affordable, sustainable, and promote well-being by empowering employers and employees to be financially, emotionally, and physically healthy. Our personal commitment to our team and our clients has created long-lasting and successful relationships. Essential Duties and Responsibilities: Manage a portfolio of clients with renewal retention of current clients. Maintain files and documentation in accordance with office procedures. Deliver excellent customer service for benefit, billing or claims questions. Monitor and report on plan performance. Consult and update policy changes or inform clients of upcoming policy regulations or requirements. Prepare renewal quotes and analyze and spreadsheet quotes for the client. Educate and assist employers with compliance regulations and requirements. Other duties as assigned. Qualifications, Experience, and/or Abilities: Experience as an insurance customer service representative or other insurance position is preferred but we will provide training as needed. Excellent verbal and written communication skills as well as a strong sense of accountability. Strong interpersonal skills and professionalism in both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner. Customer focused to establish and maintain effective relationships. Intermediate level of experience in Microsoft Office products: Word, Excel, Outlook and PowerPoint. Be accurate with attention to detail. Exhibit problem resolution skills. Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: State of Nebraska Life & Health Insurance License required More than 2 years' experience in business or health/ancillary insurance industry preferred but we are willing to train the right person. Please Note: This position has a requirement to be on-site due to the nature of the work What We Offer Wilcox Financial Services is proud to offer a competitive salary, PTO & paid holidays, 401(k), wellness program, and more.
Company:
Wilcox Financial Services
Industry:
Insurance
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Insurance Account Manager
Insurance Account Manager is a Insurance Jobs Insurance Agent Job at Wilcox Financial Services located in Mc Cook NE. Find other listings like Insurance Account Manager by searching Oodle for Insurance Jobs Insurance Agent Jobs.