Account Manager

Benefits Customer Service Agent/Account Manager

Seeking a dedicated and professional Benefits Customer Service Agent/Account Manager to join a team. This role is integral to providing exceptional service to the clients by managing group life and medical accounts, assisting with renewals, and ensuring seamless customer interactions. If you are passionate about customer service and thrive in a family-oriented, supportive work environment, we encourage you to apply.

Providing outstanding customer service to clients, ensuring their needs are met promptly and professionally.

• Salary Range: $60,000 - $70,000 annually, based on experience.
• 401(k):
  Dollar-for-dollar match up to 4%, with additional profit sharing at the end of the year.
• Benefits:
  Comprehensive benefits package available.
• Work Environment:
  Family-focused, friendly, and flexible workplace culture.

• Provide outstanding customer service to clients, ensuring their needs are met promptly and professionally.
• Assist with renewal overviews, including quoting new and renewal business.
• Manage group life and medical accounts (5 to 50 employees).
• Handle tasks such as adding and removing employees from accounts.
• Collaborate with team members to ensure smooth operations and client satisfaction.
• Participate in a structured onboarding and training process, including EPIC system training.

• Licenses/Certifications:
  
  Life & Accident license required.
• Experience:
  
  2-3 years of relevant experience in benefits administration or customer service.
• Technical
  
  Skills:
  
  Familiarity with EPIC software is preferred but not required; training will be provided.
• Soft Skills:
  
  Strong customer service orientation, excellent communication skills, and the ability to work collaboratively in a team environment.
• Work Environment:
  This is an on-site position with no travel required.

Entry level

Full-time

Sales, Business Development, and Finance

Banking, Financial Services, and Insurance