L2 Individual Account Manager- Hybrid

Warner Pacific Insurance Services • Urbandale, IA

5d • Hybrid

About The Position

Group Benefits, Limited, a Warner Pacific company, is one of the Midwest's leading health insurance general agencies. GBL is focused on diversification and growth - both for the agents we work with and our own company. We work with more than 2,500 independent agents to help them achieve sales and business growth. In addition, our staff has consulted with more than 3,000 employer groups and 70,000 individuals on their health insurance and benefits. GBL offers employees a fun and team-oriented work environment, and a competitive and flexible benefits package, including group health, dental, and vision insurance; health savings accounts; long-term disability insurance; optional life insurance; 401(k) plan; discounted gym memberships; and paid time off. GBL is an equal opportunity employer.

Requirements

• Bachelor’s degree is preferred or the recognized equivalent in education and experience, required
• Health Insurance License within 60 days of hire
• Minimum 2 years’ experience working in the insurance industry
• Proficiency in Microsoft Office applications (Word, PowerPoint, Outlook)
• High comfort level with Excel
• Comfortable learning new software/technology as needed
• Detail-orientated
• Thorough understanding of complex group insurance terms, products, and strategies.
• Ability to contribute to a collaborative environment by consistently demonstrating a positive attitude and effort in order to achieve goals and objectives
• Demonstrate effective written and verbal communication, including the ability to actively listen and problem solve with minimal assistance
• Attention to detail and commitment to a high level of accuracy
• Ability to maintain a professional demeanor and work in a fast-paced environment

Responsibilities

• Take lead information from clients and answer general questions.
• Assist clients with pre-enrollment, post-enrollment and claim questions/issues.
• Research and respond to L2 agent questions in a timely manner.
• Assist with scheduling client appointments.
• Check status of applications and send confirmation to agent and client.
• General customer service.
• Research new insurance products.
• Help implement new software/technology as needed.
• Order new client materials including ID cards.
• Submit applications using best method for the carrier (online, fax, email).

Benefits

• group health
• dental
• vision insurance
• health savings accounts
• long-term disability insurance
• optional life insurance
• 401(k) plan
• discounted gym memberships
• paid time off
• merit increases
• paid holidays
• Paid Time Off
• medical
• short- and long-term disability benefits
• 401(k) + match
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level