Relationship Manager
First Financial Corporation - Terre Haute, IN

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Manage new & existing employer Accounts so Producers can pursue additional sales revenue. Organize, streamline, and automate all marketing & sales methods of Employee Benefits Department in order to achieve the greatest revenue potential.

Typical Job Entry 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.)
  • College Degree in Business Administration, in Insurance or equivalent industry experience.
  • 2 years experience in insurance agency, employee benefits sales or purchaser/administrator of employee benefits
  • Life & Health License required
  • Possess computer skills in Microsoft Office Suite, i.e. Word, Excel, Power Point, Outlook, Publisher and Access
  • Exhibit superior verbal & written communication skills, organizational & administrative experience & ability to work independently.

Primary Activities
(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
  • Advise employers regarding enrollment & termination of employees online, membership issues, COBRA Continuation, HIPAA Portability, Medicare D, FMLA and USERRA
  • Resolve claim issues quickly and efficiently. Create a procedure to standardize the client & prospect files of producers for consistency, continuity and access.
  • Provide superior customer service by phone, email, fax, in-office, and at employer locations with emphasis on department’s value-added services.
  • Pursue or maintain professional designation.
  • Pursue continuing education as well as knowledge of vendor products for current and future clients.
  • Coordinate scheduling of appointments with producers & clients, serve activity coordinator for support personnel, prepare large groups for marketing, create, maintain & update standard templates for each aspect of employer presentations.
  • Design, maintain and update Marketing and Value-Added Packets.
  • Coordinate & upgrade automation & workflow of department personnel.
  • Take responsibility for management of key accounts to free producers to achieve greater sales.

Competency/Skill Level
(The behaviors, knowledge, and motivations important to success in the job.)
Written and Oral Communication skills
Analytical ability
Customer Service Orientation
Problem Assessment and Troubleshooting skills
Practical Learning skills
Attention to Detail/Organization skills
Key Behaviors

Telephone Etiquette
Services Internal/External Customer Requests/Inquiries
Completes Required Documentation
Personal Development
Critical Job Elements
(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.
Average physical effort required. Ability to lift 50 pounds.
Regularly required to talk and hear. Frequently required to stand, walk, sit, use hands to finger, handle or feel objects, work tools or equipment, and reach with hands and arms. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
Average amount of pressure to work efficiently and accurately.
Average mental effort consisting of normal levels of concentration, memory, complexity of decision making, time pressure, analytical thinking.

First Financial Corporation - 12 months ago - save job
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