Account Manager (GIS NE)
GIS National · Northeast Office ·
- Category
- Sales
- Work closely with sales reps, account managers, internal partners, and insurance carriers in managing our broker and client relationships.
- Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness and medical.
- Provide prompt, efficient, high-quality service to our broker partners and clients.
- Manage customer service box for incoming service requests.
- Basic platform maintenance (Divisions/Contact/Salary Updates)
- Basic coding enrollments/special enrollments
- Set up scheduled reports for groups
- Send Ben Admin reports (payroll deduction/plan enrollment/plan comparison)
- Correcting plan administrator mistakes in Ben Admin platform
- Support the Renewal Specialist for reporting and system updates
- Routing Billing inquiries/information about bills to correct parties
- Billing updates/research into billing discrepancy reports
- Policy exception requests for retro premium
- Gathering information from the broker for group termination requests and submitting to carriers
- Commissions questions
- Includes attached Northeast AM role progression