Account Manager - Employee Benefits

This position is responsible for developing and maintaining Employee Benefits accounts in conjunction with the producing risk advisor. Account managers work independently to advise and service complex accounts.

PRIMARY RESPONSIBILITIES

• 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.
• Support risk advisors by exercising independent judgment and discretion to:
• analyze markets for competitive pricing and develop insurance solutions for current clients,
• analyze and offer guidance on alternatives and strategies,
• analyze quotes from carriers for accuracy,
• review policy contracts to be certain information and coverages are accurate,
• evaluate and prepare renewal comparisons and policy proposals,
• present renewal comparisons and policy proposals as needed,
• communicate and educate clients on policy changes as needed,
• resolve inquiries on service problems to ensure client satisfaction,
• coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary,
• coordinate the implementation or renewal changes with the carriers and any other third party vendors,
• market new or renewal business when necessary, and
• review and analyze client claims data for determining future plan design and pricing for both fully insured and self-funded plans.
• Refer business across all departments (i.e., property and casualty, Employee Benefits, and personal lines).
• Develop and maintain positive and effective relationships with partner insurance carriers.
• Enter activity and other relevant information into agency management systems and other software tools according to company procedures.

JOB SPECIFICATIONS

Education, Experience and Certifications

• High school degree or equivalent required
• Bachelor's degree preferred, but not required
• Benefit Insurance experience preferred, but not required
• Ability to maintain life and health insurance license

Knowledge, Skills and Abilities

• Positive can-do attitude
• A self-starter who regularly demonstrates initiative
• Effective oral and written communication skills
• Strong attention to detail, ability to plan and organize accordingly
• Demonstrates a strong understanding of the fundamentals of customer service
• A working knowledge of standard technology, including core Microsoft Office products: Outlook, Excel, Word, PowerPoint
• A team player who collaborates between departments and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with business owners and decision makers
• Able to work independently with minimal supervision in a fast paced environment
• A role model for North Risk Partners' core values, mission and desired culture