Employee Benefits Account Manager

What We Offer You

• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events

Cultural Expectations

• Determination – unsatisfied until we are the best.
• Ownership – Responsible to each other, our clients, and our goals.
• Teamwork – Together we attain greater success.
• Sincerity – Giving and receiving direct and caring communication

Qualifications

• Life & Health insurance license
• 2-5 years of prior benefit experience
• Knowledge of Word, Excel, and MS Outlook
• A high school diploma with some college preferred
• Above average telephone techniques and the ability to effectively communicate
• Ability and willingness to utilize the company’s computer system and software
• Good typing skills with an ability to compose clear and concise letters
• Ability to understand policy forms and coverage descriptions
• Organizational skills
• Willingness to attend educational classes
• High attention to detail

Job Responsibilities

• Provide quality customer service to existing accounts
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Manages a book of business generally in excess of $200K in revenue depending on complexity or number of small business accounts
• Mentor, support and train Associate Account Managers and Team Assistants as necessary
• Implement Client Service Plans as directed by the account team and/or Team Leader
• Maintain accurate client information in account management systems as assigned
• Aid the account team in providing quality customer service to existing middle market accounts
• Act in capacity of client manager on assigned middle market accounts
• Pursue a program for personal and professional development