Medical Insurance Account Manager

Do you embody values such as integrity, collaboration, customer-centricity, compassion, and diligence? Join the dynamic team at National Insurance Services, where we value maintaining a healthy work-life balance and active participation in wellness and philanthropic endeavors. Under the supervision of the Director of Health Plan Analytics, this position provides quality and timely service to assigned Full Benefits Consulting (FBC) clients. The main objective of this role is to deliver exceptional and prompt service to medical clients in the Minnesota area.

The comprehensive compensation package includes performance-based bonuses and rewards. This position will require attainment of Life & Health insurance license within 60 days of start for each of the states in which they are assigned.

• Ability to travel by car, plane, or other common means of transportation.
• Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking.
• Infrequent light physical effort may be required.

• Provide face‑to‑face and virtual customer service to our FBC clients.
• Assist with strategic planning, annual review, and renewal process.
• Attend/support employee meetings and open enrollment as outlined in the FBC Service Model or as needed.
• Implement and maintain the FBC service model.
• Attend (and at times, lead) insurance committee meetings, if applicable.
• Assist in implementing Benefit Administration Systems or NIS Enroll, if applicable.
• Implement and support benefit enhancements or other solutions (price transparency tools, virtual platforms, behavioral health, Rx solutions, etc.), if applicable.
• Provide customer service to all lines of business for FBC groups.
• Perform annual Best Practices calls for life and LTD.
• Assist the Inside Service Rep (ISR) on escalated member claim issues.
• Field policy‑related questions from the group/employees. If needed, follow up with the carrier/Consultant/Zywave/AP compliance to answer.
• Renewal Group Set‑Up – work with the carrier to obtain plan documents, rate info, and other items needed to set up the group in the system.
• Document Creation/Assistance – work with NIS Office Services to facilitate creation of Benefit Guides, Renewal Summaries, Open Enrollment presentations, and other items groups may request to administer plan and open enrollments.
• Document material client/prospect interactions in CRM.

• Bachelor’s degree or equivalent experience in the group insurance industry.
• Three years’ experience in a customer service environment or any combination of education and/or experience, which would provide an equivalent background.
• Experience in servicing group medical insurance plans.
• Ability to travel 50% of the time and accommodation of overnight stays, sometimes multiple times per month.
• Must have a valid driver’s license and a clean driving record.
• Excellent organizational skills.
• Possess the ability to read and understand insurance contract language.
• Analytical ability is required in order to identify problems, offer proposed solutions, and implement the agreed‑upon solution.
• Must have a high level of interpersonal skills and the ability to demonstrate poise, tact, and diplomacy.
• Must have knowledge of a variety of software applications in word processing, spreadsheets, and database management.
• Work requires continual attention to detail in composing, typing, and proofing materials.
• Incumbent must be able to work in a fast‑paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate.
• Ability to work independently and within a team environment.
• Consistent daily attendance and the ability to work overtime occasionally at the last minute.

Compensation: $85,000 annually with bonus potential. The comprehensive compensation package includes performance-based bonuses and rewards.