Employee Benefits Account Manager

What We Offer You

• Benefits Package: Includes medical, dental, and vision (PPO, HMO, and HSA), 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, ownership, teamwork, sincerity.

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 with prospective and existing clients as well as, other staff members
• 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
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Manage 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