Employee Benefits Account Manager

OVD InsuranceGrand Rapids, MI
Hybrid

About The Position

What does it mean to be part of one of the fastest-growing independently owned insurance agencies in the country? It means joining a company that believes success is built on strong relationships and an intentional, values-driven culture. It means bringing your creativity and talent to the table—because here, your contributions help shape the direction of the company. If you think outside the box, swim upstream, enjoy being part of a fun, upbeat team, and want to make a real difference in people’s lives—we guarantee, OVD is the place for you. Account Managers serve as the day-to-day contact for Employee Benefit clients. This involves working both individually and as a team to provide excellent customer service, on time renewals, and act as an extension of the client’s Human Resource Department. In this role you will learn and be responsible for understanding medical, dental, vision, life, disability, and flexible spending account benefits as well as pertinent federal and state regulations and compliance requirements affecting employee benefit programs (ERISA, COBRA, FMLA, ADA, ACA, SECTION 125, Workers Compensation, Medicare, etc.).

Requirements

  • Two (2) or more years’ experience working as a Benefits Account Manager.
  • Current Life & Health License required.
  • Ability to work onsite in a full-time or hybrid capacity (management discretion).
  • Excellent interpersonal skills. Warm, approachable, savvy, and empathetic.
  • Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand.
  • High energy work ethic with ability to work independently while maintaining excellent customer relationships.
  • Ability to work collaboratively with others.
  • Willingness and ability to provide mentorship to others.
  • Ability to work without direct supervision.
  • Accuracy: Achievement of correct and precise work.
  • Accountability: Acceptance of responsibility and one's own actions.
  • Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation.
  • Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction.
  • Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems.

Nice To Haves

  • Bachelor's degree

Responsibilities

  • Serves as the primary service contact for clients as well as a backup to the other account managers.
  • Supports team members, including Producers, Client Success Managers, other Account Managers and Account Coordinator in servicing and providing support for clients.
  • Provides direction and mentorship to the Account Coordinators
  • Prepares extensive excel spreadsheets and word documents for reporting, plan renewals, and employee materials.
  • Prepares client presentations with assistance from the Producer and Client Success Manager.
  • Markets and negotiates new business and renewal proposals with insurance companies by initiating and following up on requests for quotes.
  • Ensures proper carrier implementation for new product lines.
  • Maintains required data in the agency management system for employee enrollment management, policy tracking, reporting, and commissions.
  • Designs, builds, and maintains client online enrollment system, benefit guides and enrollment forms.
  • Participates in capabilities presentations with prospective clients.
  • Participates in employee open enrollment meetings, as deemed necessary due to producers scheduling constraints.
  • Assists clients with claims resolution.
  • Produces and distributes compliance documents.
  • Provides HR support and advises on policy questions, claims questions, FMLA/COBRA/Disability questions.
  • Any other duties and tasks that are required by the Company.

Benefits

  • Competitive Compensation & Benefits – Strong packages that reflect our commitment to our team.
  • Ample Growth Opportunities – A clear path for professional development and advancement.
  • Workplace Flexibility – Enjoy a hybrid workplace schedule to support a healthy work-life balance.
  • Onsite HealthBar – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more.
  • Culture that Connects – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work.
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