Employee Benefits Associate Account Manager
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We have job description: includes "WHY NORTH RISK PARTNERS" (maybe About the role). Then "Job Summary". Then "Essential Responsibilites". Then "Requirements" with subheadings QUALIFICATIONS (Knowledge, Skills, & Abilities), BEHAVIOR EXPECTATIONS, Physical Requirements, TOOLS AND EQUIPMENT USED, WORK ENVIRONMENT. Then "Compensation And Benefits". Also "Job Type Full-time". No explicit Pay or Schedule sections but compensation includes hourly range and benefits. Schedule not mentioned. So we should include Pay section (compensation) and Benefits section maybe combined? The instruction: Use headings for Benefits, Pay, Schedule. We should include Pay and Benefits if present. Since compensation includes hourly range and benefits described, we could split: Pay heading with hourly range, Benefits heading with list of benefits. Schedule not present, so omit.
We also need About the role section: could combine "WHY NORTH RISK PARTNERS" and "Job Summary". Use About the role
with paragraphs.
Responsibilities: Essential Responsibilites (typo). Use Responsibilities
with - each duty.
Requirements: Could be a heading
Requirements
then maybe sub-sections? But we only allowed those specific headings; we could include Qualifications, Skills, Benefits, Pay, Schedule. However we have many subcategories: QUALIFICATIONS (Knowledge, Skills, & Abilities), BEHAVIOR EXPECTATIONS, Physical Requirements, TOOLS AND EQUIPMENT USED, WORK ENVIRONMENT. We could combine them under Requirements as a list? But instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple headings like Qualifications, Skills etc. We need to decide which to include based on content.
We have qualifications: education/experience, license, customer service, communication, MS Office. That's Qualifications.
Skills: maybe we could separate Skills from Qualifications? But we have no explicit skills list beyond those. Could combine.
Behavior expectations, Physical requirements, Tools, Work environment could be placed under Requirements as separate headings? The allowed headings list includes Requirements as a generic; we could also include Qualifications and Skills as separate. But we might just use Requirements heading and include all details as - . However instruction: Prefer a few substantive sections over many thin ones. So maybe better to have sections: About the role, Responsibilities, Requirements (which includes qualifications, behavior, physical, tools, environment), Pay, Benefits.
Thus we will output:
About the role
... (combined WHY NORTH RISK PARTNERS and Job Summary)
Responsibilities
- ... each duty
Requirements
- ... qualifications, behavior expectations, physical requirements, tools, work environment
Pay
The estimated range for this full-time position is $23.32 - $28.50 hourly.
Benefits
- health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more
- continuing professional education and development
- volunteer time off
- paid time off
- paid holidays
We must preserve all substantive information; not invent or summarize away detail. Need to include details like location states, team size, mission, values, etc. In About the role we should include those.
Let's craft About the role paragraph: Combine WHY NORTH RISK PARTNERS and Job Summary.
WHY NORTH RISK PARTNERS: "Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life."
Job Summary: "This position is responsible for managing the relationships and day-to-day service requests associated with employee benefits accounts to support the producing risk advisor. Associate Account Managers work under the supervision of the account management team servicing accounts and will progressively increase his/her responsibilities to become an account manager, who independently services client accounts."
Combine into a paragraph or two paragraphs. Use for prose.
Responsibilities list: extract each duty from "Essential Responsibilites". The text is a bit run-on; we need to split into sensible items.
Original: "Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate mannerIncludes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with Risk Advisors to determine and meet client goals Work under the supervision of the Account Management team to:Develop insurance solutions for current clientsReview policies to be certain information and coverages are accurate Evaluate and prepare renewal comparisons and policy proposalsCommunicate and educate clients on policies as needed Coordinate external (e.g. carrier) and internal (e.g. agency management software systems) implementations of new groups as necessaryEnter activity and other relevant information into the agency management system in accordance with company processes and procedures Resolve inquiries on service problems to ensure client satisfaction Promote and implement value-added services available through North Risk PartnersAttend and actively participate in agency service training meetings Develop and maintain positive relationships with partner insurance carriersContinue professional development; pursue and maintain professional designations if applicable"
We need to split into list items. Let's identify each bullet:
- Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner (includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing)
- Collaborate with Risk Advisors to determine and meet client goals
- Work under the supervision of the Account Management team to:
- Develop insurance solutions for current clients
- Review policies to be certain information and coverages are accurate
- Evaluate and prepare renewal comparisons and policy proposals
- Communicate and educate clients on policies as needed
- Coordinate external (e.g., carrier) and internal (e.g., agency management software systems) implementations of new groups as necessary
- Enter activity and other relevant information into the agency management system in accordance with company processes and procedures
- Resolve inquiries on service problems to ensure client satisfaction
- Promote and implement value-added services available through North Risk Partners
- Attend and actively participate in agency service training meetings
- Develop and maintain positive relationships with partner insurance carriers
- Continue professional development; pursue and maintain professional designations if applicable
We can flatten into list items.
Requirements list: combine qualifications, behavior expectations, physical requirements, tools, work environment.
Qualifications: "A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance spaceAbility to obtain & maintain an insurance license Demonstrated success in customer service Excellent oral and written communication skills Proficiency in Microsoft Office suite"
Behavior expectations: "A role model for North Risk Partners’ core values, mission, and desired cultureDemonstrate enthusiasm and a positive attitudeProfessionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholdersA team player who collaborates and works well with his/her coworkersA professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners"
Physical requirements: "Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 poundsTwist, bend, stoop, kneel, squat, stand, walk, and reach frequentlyHear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organizationSit and a desk for extended periods of time and perform long hours of work sitting at a computerMove around office/building/facilities repeatedly throughout the dayApply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labelsMust possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetingsAble to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed"
Tools and equipment: "Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment."
Work environment: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time."
We need to preserve all substantive information; but some of that work environment includes acknowledgment statements that are maybe boilerplate? It includes "I acknowledge that I have read..." which seems like an employee acknowledgment; maybe we should keep as it's part of description. However instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The acknowledgment might be considered legal boilerplate? It's about at-will employee etc. Might be considered boilerplate. Safer to drop that part? The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. The acknowledgment about at-will employee is legal. So we should drop that sentence and the following about job description not listing all functions etc. That seems like standard legal disclaimer. So we should omit those lines.
Thus work environment content: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur." That's substantive.
Now compile Requirements list items.
We'll create
- each item.
Let's list qualifications items:
- Combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance space
- Ability to obtain & maintain an insurance license
- Demonstrated success in customer service
- Excellent oral and written communication skills
- Proficiency in Microsoft Office suite
Behavior expectations items:
- Role model for North Risk Partners’ core values, mission, and desired culture
- Demonstrate enthusiasm and a positive attitude
- Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
- Team player who collaborates and works well with coworkers
- Professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
Requirements
then maybe sub-sections? But we only allowed those specific headings; we could include Qualifications, Skills, Benefits, Pay, Schedule. However we have many subcategories: QUALIFICATIONS (Knowledge, Skills, & Abilities), BEHAVIOR EXPECTATIONS, Physical Requirements, TOOLS AND EQUIPMENT USED, WORK ENVIRONMENT. We could combine them under Requirements as a list? But instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple headings like Qualifications, Skills etc. We need to decide which to include based on content.
We have qualifications: education/experience, license, customer service, communication, MS Office. That's Qualifications.
Skills: maybe we could separate Skills from Qualifications? But we have no explicit skills list beyond those. Could combine.
Behavior expectations, Physical requirements, Tools, Work environment could be placed under Requirements as separate headings? The allowed headings list includes Requirements as a generic; we could also include Qualifications and Skills as separate. But we might just use Requirements heading and include all details as - . However instruction: Prefer a few substantive sections over many thin ones. So maybe better to have sections: About the role, Responsibilities, Requirements (which includes qualifications, behavior, physical, tools, environment), Pay, Benefits.
Thus we will output:
About the role
... (combined WHY NORTH RISK PARTNERS and Job Summary)
Responsibilities
- ... each duty
Requirements
- ... qualifications, behavior expectations, physical requirements, tools, work environment
Pay
The estimated range for this full-time position is $23.32 - $28.50 hourly.
Benefits
- health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more
- continuing professional education and development
- volunteer time off
- paid time off
- paid holidays
We must preserve all substantive information; not invent or summarize away detail. Need to include details like location states, team size, mission, values, etc. In About the role we should include those.
Let's craft About the role paragraph: Combine WHY NORTH RISK PARTNERS and Job Summary.
WHY NORTH RISK PARTNERS: "Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life."
Job Summary: "This position is responsible for managing the relationships and day-to-day service requests associated with employee benefits accounts to support the producing risk advisor. Associate Account Managers work under the supervision of the account management team servicing accounts and will progressively increase his/her responsibilities to become an account manager, who independently services client accounts."
Combine into a paragraph or two paragraphs. Use for prose.
Responsibilities list: extract each duty from "Essential Responsibilites". The text is a bit run-on; we need to split into sensible items.
Original: "Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate mannerIncludes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with Risk Advisors to determine and meet client goals Work under the supervision of the Account Management team to:Develop insurance solutions for current clientsReview policies to be certain information and coverages are accurate Evaluate and prepare renewal comparisons and policy proposalsCommunicate and educate clients on policies as needed Coordinate external (e.g. carrier) and internal (e.g. agency management software systems) implementations of new groups as necessaryEnter activity and other relevant information into the agency management system in accordance with company processes and procedures Resolve inquiries on service problems to ensure client satisfaction Promote and implement value-added services available through North Risk PartnersAttend and actively participate in agency service training meetings Develop and maintain positive relationships with partner insurance carriersContinue professional development; pursue and maintain professional designations if applicable"
We need to split into list items. Let's identify each bullet:
- Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner (includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing)
- Collaborate with Risk Advisors to determine and meet client goals
- Work under the supervision of the Account Management team to:
- Develop insurance solutions for current clients
- Review policies to be certain information and coverages are accurate
- Evaluate and prepare renewal comparisons and policy proposals
- Communicate and educate clients on policies as needed
- Coordinate external (e.g., carrier) and internal (e.g., agency management software systems) implementations of new groups as necessary
- Enter activity and other relevant information into the agency management system in accordance with company processes and procedures
- Resolve inquiries on service problems to ensure client satisfaction
- Promote and implement value-added services available through North Risk Partners
- Attend and actively participate in agency service training meetings
- Develop and maintain positive relationships with partner insurance carriers
- Continue professional development; pursue and maintain professional designations if applicable
We can flatten into list items.
Requirements list: combine qualifications, behavior expectations, physical requirements, tools, work environment.
Qualifications: "A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance spaceAbility to obtain & maintain an insurance license Demonstrated success in customer service Excellent oral and written communication skills Proficiency in Microsoft Office suite"
Behavior expectations: "A role model for North Risk Partners’ core values, mission, and desired cultureDemonstrate enthusiasm and a positive attitudeProfessionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholdersA team player who collaborates and works well with his/her coworkersA professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners"
Physical requirements: "Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 poundsTwist, bend, stoop, kneel, squat, stand, walk, and reach frequentlyHear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organizationSit and a desk for extended periods of time and perform long hours of work sitting at a computerMove around office/building/facilities repeatedly throughout the dayApply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labelsMust possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetingsAble to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed"
Tools and equipment: "Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment."
Work environment: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time."
We need to preserve all substantive information; but some of that work environment includes acknowledgment statements that are maybe boilerplate? It includes "I acknowledge that I have read..." which seems like an employee acknowledgment; maybe we should keep as it's part of description. However instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The acknowledgment might be considered legal boilerplate? It's about at-will employee etc. Might be considered boilerplate. Safer to drop that part? The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. The acknowledgment about at-will employee is legal. So we should drop that sentence and the following about job description not listing all functions etc. That seems like standard legal disclaimer. So we should omit those lines.
Thus work environment content: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur." That's substantive.
Now compile Requirements list items.
We'll create
- each item.
Let's list qualifications items:
- Combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance space
- Ability to obtain & maintain an insurance license
- Demonstrated success in customer service
- Excellent oral and written communication skills
- Proficiency in Microsoft Office suite
Behavior expectations items:
- Role model for North Risk Partners’ core values, mission, and desired culture
- Demonstrate enthusiasm and a positive attitude
- Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
- Team player who collaborates and works well with coworkers
- Professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners
About the role
... (combined WHY NORTH RISK PARTNERS and Job Summary)
Responsibilities
- ... each duty
Requirements
- ... qualifications, behavior expectations, physical requirements, tools, work environment
Pay
The estimated range for this full-time position is $23.32 - $28.50 hourly.
Benefits
- health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more
- continuing professional education and development
- volunteer time off
- paid time off
- paid holidays
for prose. Responsibilities list: extract each duty from "Essential Responsibilites". The text is a bit run-on; we need to split into sensible items. Original: "Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate mannerIncludes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with Risk Advisors to determine and meet client goals Work under the supervision of the Account Management team to:Develop insurance solutions for current clientsReview policies to be certain information and coverages are accurate Evaluate and prepare renewal comparisons and policy proposalsCommunicate and educate clients on policies as needed Coordinate external (e.g. carrier) and internal (e.g. agency management software systems) implementations of new groups as necessaryEnter activity and other relevant information into the agency management system in accordance with company processes and procedures Resolve inquiries on service problems to ensure client satisfaction Promote and implement value-added services available through North Risk PartnersAttend and actively participate in agency service training meetings Develop and maintain positive relationships with partner insurance carriersContinue professional development; pursue and maintain professional designations if applicable" We need to split into list items. Let's identify each bullet: - Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner (includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing) - Collaborate with Risk Advisors to determine and meet client goals - Work under the supervision of the Account Management team to: - Develop insurance solutions for current clients - Review policies to be certain information and coverages are accurate - Evaluate and prepare renewal comparisons and policy proposals - Communicate and educate clients on policies as needed - Coordinate external (e.g., carrier) and internal (e.g., agency management software systems) implementations of new groups as necessary - Enter activity and other relevant information into the agency management system in accordance with company processes and procedures - Resolve inquiries on service problems to ensure client satisfaction - Promote and implement value-added services available through North Risk Partners - Attend and actively participate in agency service training meetings - Develop and maintain positive relationships with partner insurance carriers - Continue professional development; pursue and maintain professional designations if applicable We can flatten into list items. Requirements list: combine qualifications, behavior expectations, physical requirements, tools, work environment. Qualifications: "A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance spaceAbility to obtain & maintain an insurance license Demonstrated success in customer service Excellent oral and written communication skills Proficiency in Microsoft Office suite" Behavior expectations: "A role model for North Risk Partners’ core values, mission, and desired cultureDemonstrate enthusiasm and a positive attitudeProfessionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholdersA team player who collaborates and works well with his/her coworkersA professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners" Physical requirements: "Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 poundsTwist, bend, stoop, kneel, squat, stand, walk, and reach frequentlyHear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organizationSit and a desk for extended periods of time and perform long hours of work sitting at a computerMove around office/building/facilities repeatedly throughout the dayApply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labelsMust possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetingsAble to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed" Tools and equipment: "Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment." Work environment: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time." We need to preserve all substantive information; but some of that work environment includes acknowledgment statements that are maybe boilerplate? It includes "I acknowledge that I have read..." which seems like an employee acknowledgment; maybe we should keep as it's part of description. However instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The acknowledgment might be considered legal boilerplate? It's about at-will employee etc. Might be considered boilerplate. Safer to drop that part? The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. The acknowledgment about at-will employee is legal. So we should drop that sentence and the following about job description not listing all functions etc. That seems like standard legal disclaimer. So we should omit those lines. Thus work environment content: "The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur." That's substantive. Now compile Requirements list items. We'll create
- each item. Let's list qualifications items: - Combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 2 years in the employee benefits insurance space - Ability to obtain & maintain an insurance license - Demonstrated success in customer service - Excellent oral and written communication skills - Proficiency in Microsoft Office suite Behavior expectations items: - Role model for North Risk Partners’ core values, mission, and desired culture - Demonstrate enthusiasm and a positive attitude - Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders - Team player who collaborates and works well with coworkers - Professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners