Benefit Account Manager - (Santa Clarita, CA)

Position summary Job Description Primary Functions: The Benefit Account Manager is responsible for maintaining and working with Large/Small Groups clients. Must be able to perform all essential duties and responsibilities listed below Essential Duties and Responsibilities: : Processing New Business Broker of Record : by submitting BOR letter; Verifying with carrier(s) of receipt; Confirming policy numbers and commission schedule; Setting up new working file for each line of business; Receiving contract, plan summary, current billings and renewal terms; Enter policy detail in SmartOffice including plan description, premiums, number of employees, etc. : Renewal/Quoting Business :Prior to renewal : obtain/request renewal from carrier(s), contact client 90 days prior to their anniversary date to discuss their needs; Determine if they are satisfied with their current carrier or if it needs to be marketed.