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Position: Commercial Lines Account Manager Assistant - United Agencies, Burbank

Goal: Assisting key Commercial Lines Account Managers in processing their work.

Job Description:

United Agencies sells Commercial, Personal and Health Insurance to customers nationwide, with preponderant majority being located within 100 miles of our Southern California office. Job involves working with Account Managers to assist them in servicing their Commercial Clients. This includes quoting accounts, putting together submissions and processing new and renewal business, including changes and the review of policies and endorsements for accuracy. This will also involve processing work resulting from emails and mail. Be friendly and helpful to Account Managers. Essential duties and responsibilities include working with Account Managers to complete the following.

Other duties will be assigned as needs arise.

• Manage the renewal, quoting and binding process of policies.
• Learn multiple rating/quoting programs as well as online processing programs
• Assist Account Managers with prospects and existing clients as needed.
• Review incoming email and mail promptly and process accordingly.
• Service existing account changes.
• Maintain accurate policy information in the Agency Management System.
• Process policies and endorsements and review for accuracy.
• Process work using department workflows/procedures and form letters.
• Assist with renewals well in advance to expiration date.
• Maintain familiarity with various carriers and policies.
• Cover for co‐workers as needed.
• Maintain a positive and helpful working relationship with co‐workers.
• Coverage knowledge.
• Maintain Insurance License.

Work Schedule:

A 4‐day work week or a 5‐day work week are available. Minimum 32 hours per week. Schedule to be determined at a later time by management.

Full Employee Benefits Including:

• Blue Shield Health Insurance. We pay 99% of employee’s HMO. Many plans to choose from.
• Dental HMO we pay for the entire family or PPO we pay for the employee only.
• $50,000 Life Insurance
• Long Term Disability (90 day waiting period)
• Vision Insurance optional (employee pays)
• Section 125 Cafeteria Plan, pre‐tax premiums & pre‐tax medical/dental/vision expense money

(All of the above benefits are effective on the 1st of the month following 30 days employment)

1. 401(k) Retirement Plan, we match 100% of funds deferred up to 3% and 50% of the next 2%. Employee can set aside whatever percentage they desire. Eligible on the 1st day of the quarter after 6 months.
2. Personal Time Off (PTO) starts to accruing immediately:

• hours per pay period (12 days per year) for date of hire through 5th year.
• hours per pay period (18 days) for 6th through 15th year.
• hours per pay period (24 days) for 16 or more years.

3. Sick Days – 6 days (48 hours) provided upon hire and then given 6 days as of July 1st each year.
4. 10 Paid Office Holidays per year, approximately. Varies year to year.

* Full Employee Benefits Above Require a Minimum 30 Hour Work Week.

United Agencies, Burbank

Job Description:

United agencies sells Group Benefits, Individual health, Commercial and Personal insurance to customers nationwide, with a preponderant majority being located within 100 miles of our Southern California office.

An Employee Benefit Producer is responsible for procuring new Employee Benefit lines leads and converting those leads into long-lasting client relationships. In addition, the position requires an exceptional level of service b provided to our clients, professional and productive working relationships with Management, Marketing Manager, Account Manager(s), and co-workers in helping to meet the goal of agency growth. Employee Benefits Producer shall maintain positive client relationships, and must provide friendly, courteous, and professional service. Insurance coverage knowledge and understanding is important.

An essential dusty of the position will involve working closely and productively with the Marketing Manager in meeting or exceeding the goals set for you in areas which include, but are not limited to cold calling volume, appointment setting, meetings with the insurance buyer of prospects, close ratios and commission and premium volume goals. Other essential duties and responsibilities include, but are not limited to the following and may change as needs arise:

• Manage the renewal and binding process of policies together with Account Manager.
• Help collect renewal and new business information needed for quoting new and renewal business.
• Present quotes to clients and prospects.
• Pursue growth through the sale of new insurance products to new clients and existing clients.
• Meet sales goals, as reasonably established by the company.
• Work with Marketing Manager on growth plans, securing and pursuing leads and prospects.
• Attend and engage in agency meetings, including meetings with the Marketing Manager.
• Respond promptly to phone calls, emails, mail from clients and prospects.
• Service existing account changes with Account Manager.
• Maintain accurate policy information in the Agency Management System.
• Process work using department workflows/procedures.
• Develop renewals well in advance of expiration date, meet with Account Manager and client for planning.
• Maintain familiarity with various carriers, coverages, and policies.
• Maintain excellent relationships with the carriers we represent.

United Agencies, Burbank

Job Description:

What United Agencies is looking for in an Employee Benefits Account Manager

United Agencies is looking to add to their existing family of health benefits account managers. We are a close unit of hard-working individuals and are looking for a like-minded person who will be able to work alongside us. Here at United Agencies we provide prompt, accurate, courteous service to customers, producers and company personnel. We continually grow our insurance knowledge to the highest level possible. We believe in the power of a positive attitude and laughter. We also believe in the importance of having good working relationships with co-workers and being able to share in our successes and failures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following functions are to be performed in accordance with the agency policies and procedures and with the highest degree of ethical standards and confidentiality.

• Provide quality professional service to group health insurance accounts.
• Keep informed on current insurance markets, market trends and industry changes
• Participate in meetings, seminars and classes for skill and knowledge development
• Be available to attend client meetings off-site as well as potentially travel out of state for multiple days
• Assist other team members as needed
• Facilitate minor claims resolution
• Facilitate enrollment and billing resolution
• Oversee accurate and timely policy and benefit plan implementation from beginning to end
• Process and submit enrollments, change requests, and terminations
• Review applications for accuracy
• Track and manage all activities on accounts
• Input and maintain all activities, documentation and client information in agency systems in a timely and accurate manner
• Provide clear direction to other team members assisting on assigned accounts
• Other duties may be assigned

SKILLS AND ABILITIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

EDUCATION and/or EXPERIENCE: Prefer Associate’s degree or equivalent from two-year college. High school diploma or equivalent is required. Prefer a minimum of three years of related experience in the health insurance industry. Knowledge of individual health insurance and Medicare insurance as it relates to the enrollments, customer service and related information.

LANGUAGE SKILLS: Ability to read, analyze, and interpret common insurance policies and contract documents. Ability to respond to common inquiries or complaints from insureds or insurance carriers. Ability to write and prepare employee memos and professional letters to insureds and carriers. Ability to effectively present information to insureds and carriers.

MATHEMATICAL SKILLS: Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ability to apply mathematical operations to required tasks.

REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions.

CERTIFICATES, LICENSES, REGISTRATIONS: Maintain a current California Health Insurance License. (Must be currently licensed in the state of California)

OTHER SKILLS and ABILITIES:

• High degree of critical thinking and decision-making skills
• High degree of initiative and attention to detail
• High degree of organization
• Ability to perform duties in a high-pressured, high-volume, fast-paced environment
• Self-motivated and ability to work independently with limited supervision or within a group or team.
• Complete knowledge of carriers, industry standard forms and markets
• Deal effectively with a variety of individuals and personalities related to the provision of services designed to retain existing clients
• Positive attitude towards peers, carriers and clients
• Strong, professional written and verbal communication skills
• Familiarity with general office procedures, including the use and ability to operate general office equipment.
• Familiarity and ability to accurately input data and operate PC in Windows Environment, with emphasis on Word, Outlook and Excel

ESSENTIAL PHYSICAL FUNCTIONS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee is frequently required to stand, walk, and reach with hands and arms and/or carry, move or transport items from one area to another. Specific vision abilities required by this job include close vision and the ability to adjust focus. Ability to handle a push cart/hand truck and is able to lift boxes up to 40 lbs.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Friendly, Team oriented environment.
• Duties are performed in a fast paced, positive office environment.

Experience:

• Health Insurance: 5 years (Preferred)

License:

• Health and Life (Required)

Job Type:  Full-time