Account Services Representative jobs in Portland, ME

POSITION PURPOSE

• Initial point of contact for employer groups/employees on service related issues.
• Foster long term relationships between Cross Insurance, our clients and their employees.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Build solid partnership with Producers, Account Executives and Account Managers.
• Make a positive contribution to the overall success of the Cross Insurance team.

RESPONSIBILITIES

ESSENTIAL FUNCTIONS:

• Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility and claims questions/concerns along with other issues as they may arise.
• Notify Producer/Account Executive and/or Account Manager of any elevated billing, enrollment or claim issues.
• Follow Quality Management guidelines to ensure proper and timely administration of assigned duties and functions.
• Process enrollments/terminations in appropriate carrier websites or via email to carrier customer support in coordination with Enrollment Specialist.
• Create and maintain daily customer service, new group, and pre & renewal activities in Brokerage Builder.
• Current groups – may be required to provide pre-renewal notice (90 days in advance); obtain and send renewal to Account Manager with copy to Producer and Account Executive; request current census; market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to client. In absence of an Account Manager, assist Producer/Account Executive in all aspects of renewal submission.
• Prospect groups – may be required to market and quote benefit products with assistance of Producer/Account Executive and/or Account Manager; review quotes for accuracy; produce proposal for presentation to prospective client. In the absence of an Account Manager, assist Producer/Account Executive in all aspects of new group submission.
• Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs. Complete tasks in Brokerage Builder.

ADDITIONAL RESPONSIBILITIES:

• Attend and complete any training sessions or assignments as required.
• Adhere to client service standards of the department and agency.
• Perform other tasks on projects as needed/assigned.

QUALIFICATIONS REQUIREMENTS:

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• College degree preferred, however at a minimum a high school diploma or equivalent degree and at least one year of experience in employee benefit account management, or equivalent combination of education and experience.
• Maine agent’s license in Health and Life.
• Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage.
• High level of patience and empathy while working under pressure.
• Intermediate knowledge of Microsoft Word and Excel preferred, basic working knowledge required. Knowledge of Power Point preferred.
• Strong organizational skills, high attention to detail, responsive and self-motivated.
• Team player and task oriented.
• Possesses a bias for action and avoids workplace distractions.

Job Type: Full-time

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to Relocate:

• Portland, ME 04102: Relocate before starting work (Required)

Work Location: In person