Account Manager

Benefits

• Group Health, Dental, Vision, and Life Insurance for employees and dependents; company contributes 100% towards base HMO or PPO coverage, with additional options for expanded coverage and dependent care.
• Health Savings Account;
  Short-Term and Long-Term disability options.
• Paid time off, accrued paid sick days, and time off to devote to charitable activity.
• Paid holidays, including the day after Thanksgiving.
• 401(k) retirement program with company contribution matching.
• Access to Employee Assistance Program.

The Benefits Account Manager supports the sale of and provides service for customers. This role is responsible for changes, updates, and value-added services related to employee benefits. It is not involved in the administration of employee benefits as typically handled by a Human Resources department. This is a full‑time, onsite role. The office location can be found on the company website.

• Process policy changes and respond to enquiries with professionalism and timeliness.
• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross‑sell additional lines of business to existing customers.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Always protect the best interest of both the company and the customer.

• Experienced in supporting the sale of employee benefits.
• Strong multi‑tasking ability; can manage different projects and tasks in a fast‑paced environment. Cross‑training opportunities available for life insurance, annuities, and long‑term care.
• Licensed: current license required.
• Quick learner; can pick up new things rapidly.
• Computer literate; ready to use and learn technology across various portals and software programs.
• Excellent communication skills, able to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization: ability to plan and operate in a well‑organized manner.
• Team oriented: ability to incorporate well with the existing team, maintaining a positive attitude and good energy in the workplace.

• Active license appropriate to the line of business is required.

• Prolonged periods sitting at a desk and working on a computer.