Employee Benefits Account Manager
About The Position
TrueNorth is seeking an Account Manager to join our Employee Benefits team in either Cedar Rapids, IA, or Des Moines, IA. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart! Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!
Requirements
- High School diploma or GED required.
- Experience in managing a book of Employee Benefits accounts required
- Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
- Prior customer service experience required.
- L&H license required
- Strong analytical and critical thinking skills with the ability to solve problems effectively.
- Highly collaborative while also capable of working independently with focus and determination.
- Demonstrates professionalism, confidentiality, and a strong work ethic in all situations.
- Organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
- Flexible and adaptable, maintaining positivity and focus in a fast-paced environment.
- Self-motivated with proven leadership skills and the ability to guide others toward success.
Nice To Haves
- Two or four-year degree preferred.
- One year of experience with agency management system or CRM preferred, preferably EPIC.
Responsibilities
- Manage a book of business with a proactive client service approach, ensuring all deadlines and service standards are met
- Serve as a primary point of contact for clients, producers, and service teams; respond to questions regarding policies and services
- Build and maintain strong relationships with clients, carriers, and internal partners
- Maintain accurate records of policies, renewals, payments, and related documentation
- Stay current on industry trends, regulations, tools, and resources to effectively advise and support clients
- Coordinate firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services
- Assist with marketing, placement, and renewal of new and existing business in accordance with established workflows
- Support client lifecycle projects, including preparing materials for recurring client meetings
- Identify opportunities to improve efficiency and enhance the overall client experience
- Travel to client sites, carrier meetings, and regional offices as needed; perform other duties as assigned
Benefits
- Annual Bonus
- Medical, Dental, Vision, Life, and Disability Insurance
- 401(k) with Company Contributions
- Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
- Paid Volunteer Time Off and Donation Match Program
- Tuition reimbursement and paid certifications, licenses, designations
- Employee Assistance Program (EAP) and wellness program with financial incentives
- Hybrid Work Schedule
- $3,000 Referral Bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
