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Employee Benefits Account Manager

Cuellar & Associates, LLC San Antonio, TX

  • Expired: August 08, 2020. Applications are no longer accepted.

Employee Benefits Account Manager

Cuellar & Associates L.L.C.  San Antonio, Texas, United States

About Cuellar & Associates

We are a Financial Services brokerage that offers the product customization and the highest levels of client servicing. Founded in 1992, a San Antonio based company, also successfully operating in the South Texas region. This is an exciting time for our organization, we are in growth mode, this position will be instrumental in the company’s overall success.  

At Cuellar & Associates we are seeking highly motivatedpurpose driven individuals who desire to grow their careers with us and care for their clientele as much as we do. Your success is our success, therefore, we will provide you training, mentorship, technology and the momentum to develop professionally. You do not just work for us, you work with us. 

Position Details:

We are actively searching for an Employee Benefits Account Manager who will be the primary point of contact for our clients, assisting with enrollments, claims, and escalated service issues. In this role, you will work specifically with employee groups and public sector groups. The AM will also assist with eligibility questions, providing ID cards, and building benefits packages.

Responsibilities

  • Maintaining relationships with multiple insurance carriers to negotiate and obtain quotes, binders, etc.
  • Cross selling products to potential customers.
  • Managing established book of accounts.
  • Negotiating renewals for existing customers.
  • Obtaining information and documentation from new and existing clients.
  • Resolving customer issues.
  • Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
  • Actively participates in team meetings.
  • Performs other duties as required.
  • Qualifications

  • Active Texas General Lines Insurance Life & Health License
  • 3 years of experience with Employee Group Benefits
  • Experience with Agency Management software, prferably Zywave (preferred).
  • Strong interpersonal skills and customer service focus
  • Attention to detail and organization
  • Strong work ethic, self-motivated and goal-oriented
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    Cuellar & Associates, LLC

    Address

    San Antonio, TX
    USA

    Industry

    Business

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