ISU Insurance Services of Colorado
Financial Services Account Manager
Full Time • Fully Remote - US
Job Description
The Financial Service Account Manager at ISU Insurance Services of Colorado is responsible for the delivery of services, with an emphasis on fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance. They will have daily interaction with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
The Financial Service Account Manager at ISU Insurance Services of Colorado is responsible for the delivery of services, with an emphasis on fully insured and self-funded medical, dental, vision, life, LTD, STD, and LTC insurance. They will have daily interaction with clients, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities
- Handling policy administration with duties ranging from evaluation of renewals, preparing proposals, and responding to client requests.
- Set up and administer our online benefits portal (EASE/Navigator) for group clients.
- Review contracts and coverages and complete agency invoicing.
- Collaborate with Producers to manage expiration process (marketing through policy delivery).
- Coordinate requests for additional information between the client and the Carriers.
- Maintain up to date knowledge of markets and company specific products.
- Documenting all tasks, requests, and emails into agency management system (AMS360).
- Organize and prioritize work, tracking deadlines.
- Perform other duties as assigned.
Benefits/Perks
- Competitive Pay and Benefits
- Paid Time Off
- Professional Development
- Job Stability in a growing industry
Knowledge and Skills
- Broad knowledge of benefit products and services.
- Strong written, verbal, and active listening communication skills.
- Proficient in organizational and time management skills to prioritize workload and meet time sensitive deadlines.
- Experienced computer skills, Microsoft Office Suite, AMS360 or other Agency Management Systems
- Demonstrated self-starter who can work independently, possesses good common sense, aptitude for numbers and data analysis, and takes personal accountability for outcomes.
- Operate within specific company guidelines and delegate work as needed.
Qualifications
- 2-5 years of related experience and/or training in the insurance industry.
- Colorado Life & Health License is preferred. CEBS or GBDS designations are a plus.
This is a remote position.
Compensation: $55,000.00 - $80,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)