Employee Benefits Account Manager

North Risk Partners - Hiawatha, IA

Full-time - Mid Level

Hiawatha, IA

251-500 employees

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Manager at North Risk Partners is a proactive and customer-focused role responsible for managing employee benefits accounts and serving as the primary point of contact for clients. This position requires strategic thinking, excellent communication skills, and a commitment to delivering exceptional service. The Account Manager will support the sales team, develop client relationships, analyze insurance markets, and ensure client satisfaction through effective communication and problem resolution.

Responsibilities

• Develop and maintain strong relationships with clients by advising and responding to correspondence promptly.
• Answer questions regarding all lines of coverage and assist with plan or carrier changes, claims, and billing.
• Collaborate with risk advisors to determine and meet client goals.
• Analyze markets for competitive pricing and develop insurance solutions for current clients.
• Analyze and offer guidance on alternatives and strategies.
• Review policy contracts for accuracy in information and coverages.
• Evaluate and prepare renewal comparisons and policy proposals.
• Present, communicate, and educate clients on policy changes as needed.
• Resolve inquiries on service problems to ensure client satisfaction.
• Coordinate implementations of new groups with external and internal parties as necessary.
• Market new or renewal business when necessary.
• Review and analyze client claims data for future plan design and pricing.
• Schedule and participate in client meetings as necessary.
• Study trends and advancements in the employee benefits field and changes to the regulatory climate.
• Develop and maintain positive relationships with partner insurance carriers.
• Promote value-added services available through North Risk Partners.
• Attend and actively participate in agency service training meetings.
• Enter activity and relevant information into agency management systems according to company procedures.
• Follow all federal and state regulations and best practices for avoiding errors and omissions.
• Continue professional development and pursue professional designations if applicable.
• Travel as necessary for client meetings.

Requirements

• High school diploma or GED; Bachelor's degree preferred.
• Minimum of 3 years in employee benefits insurance service.
• Active life & health insurance license, or willingness to obtain one.
• Proficiency in CRM software and Microsoft Office suite.
• Excellent oral and written communication skills.
• Strong attention to detail and organizational skills.
• Ability to work in a fast-paced environment.
• Self-starter who takes initiative to identify problems.

Nice-to-haves

• Experience in the insurance industry.
• Knowledge of employee benefits regulations and compliance.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Disability insurance
• 401(k) plan
• Paid time off
• Paid holidays
• Volunteer time off
• Continuing professional education and development
• Hybrid work opportunities