North Risk Partners - Hiawatha, IA

posted 6 days ago

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
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