ACCOUNT MANAGER (located in Dallas Office) occupation at Pan-American Life Insurance Group in Dallas

Pan-American Life Insurance Group is at present recruited ACCOUNT MANAGER (located in Dallas Office) on Sun, 09 Jun 2013 05:16:14 GMT. Located in Dallas office Bilingual (English/Spanish) preferred This position will support and report to an assigned Account Executive. The Account Manager will work as a team member to assist the Sales team, producers, and group administrators with all aspects of account new business development, new business processing, renewals/retention, account growth, and maintaining positive account and...

ACCOUNT MANAGER (located in Dallas Office)

Location: Dallas, Texas

Description: Pan-American Life Insurance Group is at present recruited ACCOUNT MANAGER (located in Dallas Office) right now, this occupation will be delegated in Texas. For detail informations about this occupation opportunity kindly read the description below. Located in Dallas office

Bilingual (English/Spanish) preferred
This position will support and report to an assigned Acco! unt Executive. The Account Manager will work as a team member to assist the Sales team, producers, and group administrators with all aspects of account new business development, new business processing, renewals/retention, account growth, and maintaining positive account and producer relationships.

Job Duties include the following:

• Primary responsibility is to assist the AE in maintaining client relationship with the set block of business by fielding calls to clients, educating clients on group plan and PALIC procedures, working with administration partners to retain current members and add eligible new members to their groups, and any other needs the group administrators may have pertaining to their plans.
• In absence of the AE, act as the primary contact for respective agents, RSM’s, brokers, and client groups between internal departments and vendors via telephone, email written correspondence, etc.
• Assist the AE and RSM wit! h the implementation and coordination of new client cases such! as scheduling/utilizing external enrollment resources, proofing/shipping enrollment materials and working directly with broker. Prepare or verify rates/plans with rate generators, calculators, web portal and underwriting .
• Responsible for the timely, accurate complete submission of a new case and all documents including the contracting paperwork of the assigned broker and Agency. Approve and proof the fulfillment and Administration binders that will be sent to the client/members .
• Process renewals timely and any rollover processes, benefit or rate changes that may need to happen at renewal by contacting the client, SE and Broker. Reviewing all documents and benefits in the system to make sure the correct information is being reported to all.
• Routinely update account activity in CRM (Sales Force) and internal databases
• Coordinate and facilitate Welcome Calls and web portal training
• Assist the AE with keeping clients abreast of PA! LIC changes and product enhancements.
• Audit group plan information for accuracy to ensure correct information is available for other departments; audit group eligibility files for accuracy in internal systems and external vendor systems.
• Communicate with internal department and external vendors to maintain a positive relationship and to ensure that quality service is provided to the members of their respective client groups and issues are resolved in a timely manner.
• Communicate with billing to ensure that any adjustments needed are made into our data management system.
• Other tasks such as filing, member services assistance, i.e., and any other special projects assigned by management.
• Other duties as assigned to support dynamic business needs.

Job Requirements to include the following:

• Previous benefits insurance account management and/or producer relationship management experience preferred.
Domiciled State License or commitment to obtain a State Life & Healt! h license within six-months.
• Excellent verbal and written communication skills
• Practical thinker and problem solver
• Must be detail oriented
• Must have excellent organization and time management skills
• Must possess excellent computer skills and a working knowledge of Microsoft Word and Excel.
• Must be able to work on a diverse range of assignments within the assigned accountability area
• Must be able to communicate effectively with internal departments and outside vendors and carriers
• Bilingual (English/Spanish) proficiency preferred â€" not required.

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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to Pan-American Life Insurance Group.

Interested on this occupation, just click on the Apply button, you will be redirected to the official website

This occupation will be opened on: Sun, 09 Jun 2013 05:16:14 GMT

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