Client Account Manager - Employee Benefits

Choice Insurance • Golden Valley, MN

just now • Onsite

About The Position

As a Client Account Manager, you will be responsible for developing a strong working relationship with Employee Benefits Advisors and your clients. You will work with the Advisor and our carrier partners to ensure the timely and successful delivery of our client service standards. This includes: Provide outstanding client service to our Employee Benefits clients Maintain accurate records Organize and participate as needed with client presentations, including employee enrollment meetings Lead the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion Serve as resource to clients for current market conditions and ongoing benefit regulation changes Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base Helps support bringing up and training new individuals when asked

Requirements

• At least 2 years of Employee Benefits experience, preferably in an insurance agency setting
• MN Life & Health Insurance License
• Ability to work in a fast-paced environment with attention to detail
• Desire to be part of a growing and collaborative team
• Enthusiasm, exceptional communication skills, and a strong work ethic
• Excellent customer service and interpersonal skills
• Deadline-driven and detail-oriented personality
• Strong Knowledge of Excel
• Works under direct supervision
• Work full-time - Monday-Friday 8am-5pm onsite at branch location

Responsibilities

• Provide outstanding client service to our Employee Benefits clients
• Maintain accurate records
• Organize and participate as needed with client presentations, including employee enrollment meetings
• Lead the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion
• Serve as resource to clients for current market conditions and ongoing benefit regulation changes
• Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary
• Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
• Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
• Helps support bringing up and training new individuals when asked

Benefits

• COMPANY PAID Voluntary Life and Short-Term Disability insurance!
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) & company match
• HSA/FSA
• Paid Time Off + Birthday PTO
• Licensure assistance
• Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success
• Positive work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed