The Job Network

Account Manager

companyAlera Group
locationLubbock, TX 79411, USA
PublishedPublished: 8/22/2023
Benefits & Compensation

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Group Benefits Account Manager to our team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?  Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies.

The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.


  • Provide assistance to producers in handling and processing of new and renewal group benefits and/or individual life policies.
  • Provide in-house customer service to clients as assigned and requested.
  • Coordinate expirations with producer to obtain renewal and/or new business information. Maintain renewal review spreadsheet.
  • Request quotes from carriers; follow-up on receipt of proposals and verify accurate quote information.
  • Assist in marketing new and renewal business, determine premiums, prepare proposals, prepare enrollment packets, and maintain underwriting and marketing information from carrier.
  • Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
  • Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions in Benefit Point. Ensure these items are delivered and/or mailed to client as needed.
  • Prepare all information for audits. Provide invoice to processor to review for accuracy.
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
  • Document service issues and meetings/phone calls with clients.
  • Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Perform special projects at management’s request.


  • Knowledge of medical, dental, vision and ancillary benefits is required.
  • Must be a self-starter, imaginative and creative with good communication skills, both verbal and written.
  • Minimum two years experience in similar position is desirable.
  • Must be licensed per state requirements.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.



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