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Benefits Account Manager

Company: Texas Associates Insurors
Location: Austin
Posted on: September 13, 2018

Job Description:

Independent Insurance Agency in Austin, TX is seeking a well-organized, detail oriented, customer service individual with at least 5 years of experience in Employee Benefits Insurance. Duties will include marketing for new business & renewals (small & large groups), providing excellent customer service, and conducting open enrollment/education meetings. Must hold a current Texas General Lines Agent-Life & Health license. Use Management System - Zywave (Brokerage Builder) and Applied EPIC. Competitive salary and benefits. Please email resume to


General Description:

Performing account manager duties by servicing a book of business, handling renewals and remarkets, quoting and rounding out coverages, and working with carriers and company staff to provide insurance solutions and excellent service for clients.

Major Responsibilities:

  • Requires understanding of client's insurance requirements to analyze and compare Risk Management insurance plans.

  • Follows agency procedures and stays current with carrier and industry changes

  • Meet service and quality standards as adopted by agency guidelines

  • Ability to lead client meetings regarding renewal and utilization results in the absence of the Benefits Director and/or Risk Advisor

  • Identify problems, summarize and develop strategic solutions with the client by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions.

  • Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.


    • Experience: Minimum 5 years Benefit Account Manager

    • License: General Lines Agent-Life & Health

    • Zywave - Brokerage Builder and Applied/EPIC Agency Management Systems


      • Excellent written and verbal communication

      • Organization, detail oriented, multi-tasking and work in a fast-paced environment

      • Meet deadlines and prioritize

      • Ability to work within a team concept

      • Bilingual preferred

        Keywords: Texas Associates Insurors, Austin, Benefits Account Manager, Executive, Austin, Texas

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