Individual Benefits Account Manager

North Risk Partners, LLC • Hiawatha, IA

13h • Hybrid

About The Position

North Risk Partners is a rapidly expanding firm dedicated to addressing the insurance and risk management needs of both businesses and individuals. The company specializes in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. With a team of over 450 employees spread across more than 30 locations in five states (Minnesota, Iowa, North Dakota, South Dakota, and Nebraska), North Risk Partners is committed to a values-driven team culture. The organization emphasizes collaborative relationships, continuous learning, and providing resources for professional and personal growth. The Individual Benefits Account Manager serves as the primary contact for individual benefits clients, supporting the sales team by delivering high-quality service. This role demands excellent communication skills, a dedication to exceptional service, and meticulous attention to detail in managing client accounts.

Requirements

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in individual benefits service.
• Active life & health insurance license.
• Excellent oral and written communication skills.
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively.
• Self-starter who takes initiative to identify problems and lead by example.
• Ability to work in a fast-paced environment.
• Proficiency in CRM software and Microsoft Office suite.
• A 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.
• A team player who collaborates and works well with his/her coworkers.
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners.

Responsibilities

• Analyze and develop Medicare insurance solutions for prospective and current clients based on their needs.
• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner.
• Process day-to-day service requests associated with individual benefits accounts.
• Process individual life applications and follow up as necessary on enrollments.
• Educate and enroll clients on the most suitable Medicare plans available in the market, while being available to work with other advisors and their clients during Medicare’s annual enrollment.
• Evaluate and process client requests to ensure appropriate coverage is met.
• Verify accuracy of premium quotes and all plan cost information shared with our consumers.
• Mentor new team members.
• Answer questions regarding coverage options, and assist clients with plan and/or carrier changes, claims, and billing.
• Develop and maintain positive working relationships with internal clients, peers, and leaders, regulators, partner insurance carriers, and field marketing organizations.
• Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures.
• Follow all federal and state regulations, and best practices regarding compliance and errors and omissions.
• Continue professional development; pursue and maintain professional designations if applicable.

Benefits

• Comprehensive benefits package, including 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.
• Hybrid work opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees