Account Manager I

Account Manager I

Dallas Insurance Exchange

Dallas, Texas 8am-5pm CT - Remote

The Account Manager will be working closely with Clients, Sales Consultants, Brokers/Producers and Carrier Partners, under minimal supervision, responsible for preparing renewal analysis and assess alternative options, including Medical Plan Comparison (MPC), Build Your Own Comparison (BYOC), apply carrier guidelines, principles and internal procedures, research and analyze issues, respond to telephone and written inquiries and initiate steps to assist callers regarding day to day service needs, enrollment changes, benefit modifications, upselling ancillary lines of coverage. The Account Manager has robust, extensive knowledge and makes independent decisions within business guidelines and procedures, as well as modifications to existing business.

Overview of Responsibilities

Successfully completed the required basic training. Able to perform all job functions independently; including but not limited to:   

• Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously. 
• Respond to co-worker and customer questions in a clear and effective manner via telephone and written correspondence regarding enrollment, benefit, eligibility questions 
• Assist clients with renewal analysis, assess client’s needs, and identify any gaps, run appropriate marketing exhibits to ensure we meet client’s expectations. May require additional research 
• Interpret and explain policies, benefits, guidelines, etc. to customers. May require limited research or guidance from co-workers, specialists, managers and/or service providers.
• Operate internal and external computerized systems to obtain and extract information, documents, activities and changes for tracking, information gathering and troubleshooting.
• Thoroughly document inquiry outcomes for accurate tracking and analysis. 
• Receive and place follow-up telephone calls / e-mails to answer customer questions that are routine in nature within 4 hours at a maximum. 
• Develop and maintain positive customer relations and coordinates with various departments within the company to ensure customer requests and questions are handled appropriately and in a timely manner. 
• Research and analyze data to address operational challenges and customer service issues. 
• Provide external and internal customers with requested information. 
• Serve as a liaison between the customer and service providers. 
• Requires robust knowledge of company services, products, insurance benefits, provider contracts and claims.
• Identify, understand and respond to the needs and expectations of coworkers and customers. 
• Provide back up in other areas within the department/company as needed/requested.
• Other activities as assigned.

Other Performance Expectations 

• Treat all employees and customers fairly and with respect.
• Consistently communicate with other employees in a dignified, positive fashion in order to encourage and achieve maximum performance results.
• Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention.
• Ability to constructively provide guidance to coworkers when they encounter difficult or complex problems. 
• Embrace change with a positive attitude and motivate others in the department to do the same.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist.
• Maintain and foster positive, open communication channels with all coworkers and customers.
• Assist and/or train coworkers and external customers in skill/knowledge development.
• Complete assignments as assigned and on time, unless otherwise agreed to.
• Independently seek out additional work from current or other departments as time permits.
• Positively participate in other projects/activities as assigned.

Additional Skills and Requirements 

• Minimum of a High School Diploma; advanced education or degree preferred.
• Must maintain TX Life & Health License by timely renewing license and completing all requires Continuing Education courses.
• Minimum 1-year prior experience as an Account Manager or prior insurance experience resulting from a combination of education and/or experience that would provide an equivalent background in terms of insurance knowledge and experience is desired.
• Excellent written and oral communication and interpersonal skills.
• Ability to understand and demonstrate the use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key.
• Ability to work on site (in the office) a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management.
• Ability to attend interoffice meetings.
• Ability to work overtime, holidays and weekends as requested by senior management. 
• May require occasional in/out of state multi day travel.
• High level planning, organizing and time management skills.
• Proven ability to analyze and resolve mathematical discrepancies.
• Demonstrated ability to maintain a pleasant, cordial, and professional demeanor when negotiating with coworkers and customers; especially when dealing with a heated situation.
• Demonstrated ability to successfully prioritize and remain calm when faced with requests, demands and deadlines.
• Ability to sit for long periods of time, lift a minimum of 5 pounds, file, sit, stand, bend, reach, and pull.

Compensation

• Hourly Range*: $26.29 - $35.05 per hour.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The hourly or salary range is the range The Insurance Exchange in good faith believes is the range of possible compensation for this role at the time of this posting.  The Company may ultimately pay more or less than the posted range. This range may be modified in the future.  No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
• We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short and long term disability benefits, 401(k) + match, and life insurance.
• As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities” section, please apply! We look forward to hearing from you!