Employee Benefits Account Manager

Essential Functions

• Functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverage.
• Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
• Partners with producer on new/renewal business strategy including the coordination of roles and the obtaining of information.
• Independently adds new policies to fit clients' needs.
• Verifies new and renewal policies for accuracy in rating, coverages and other relevant information.
• Ensures that policies are delivered and/or mailed to client in a timely manner.
• Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings with clients and their employees as needed.
• Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
• Provides guidance and direction to account associates and less experienced account managers as needed.
• Overtime work, as needed.

Competencies & Qualifications

• Excellent verbal and written communication skills
• Proficient in Word and Excel
• Ability to work with numbers including basic calculations
• Organizational and time management skills
• Ability to work in a team environment
• Projects professional appearance and manner
• Self-starter with the ability to be flexible
• High attention to detail
• Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverage and industry operations.

Education & Experience

• Life & Health License
• College degree preferred, high school diploma or equivalent required
• Up to 3+ years of account management experience including group benefits experience.

Benefits

• A comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match
• Company paid life insurance
• STD, LTD
• A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!