Account Manager I, Employee Benefits

Description

Are you looking for?

• Time back in your day
• Flexible schedule including work-from-home options
• Paid time off
• Fun working environment 
• Tuition reimbursement 
• Growth & development

We understand that life & health insurance, with its consistent inconsistencies, policy changes and laws, is a difficult world to navigate. But that’s what makes it fun, right? FNIC is seeking a “benefits guru” to join our team as a Account Manager I, Employee Benefits who will work with brokers and carriers to provide exceptional service to our clients.

What’s the work like?

You will...

• Effectively and independently manage customer service accountabilities on an Employee Benefits book of business less than $300,00 in commission income
• Assist producer in development of service plan for assigned accounts; and coordinate and monitor the service plan as needed
• Responsible for file setup and quotes for groups between 2 and 100 lives
• Knowledgeable of all group products plan designs and rating procedures for a book of business below $300,000 in commission income
• Assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs
• Complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations, depending upon which product is quoted
• Review policies upon receipt in accordance with agency procedures for timely customer service
• Review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy
• Manage renewal process according to agency procedures; review quotes, prepare proposals
• Promptly respond to customers’ questions and/or requests for assistance
• Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
• Prioritize workload to consistently meet objectives and request assistance from management when necessary
• Perform quality reviews as requested by management, and comply with requirements of quality programs
• Follow agency and department procedures as outlined by management
• Maintain effective working relationships with clients to support business retention and accompany producer to client meetings as necessary
• Maintain effective working relationships with insurance company representatives and attend carrier meetings as necessary
• Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
• Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
• Maintain regular and consistent attendance
• Any other special projects and duties as assigned 

Okay, so what’s in it for me?

While we expect a lot from our employees at FNIC, we also provide a lot in return.

• Competitive Pay : We strive to pay our employees a competitive market compensation 
• Benefits: You’re covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance
• Dress: Dress for your day – bring your whole self to work so you can be as comfortable at work as you are in your personal life. 
• Flexibility : Time back in your day? We got you. A 37.5 work week and telecommuting options as well as PTO starting at 3 weeks/year.
• Wellness: Stretch away the stress every morning or night with our in-office gym or workout classes. Mental health resources - EAP
• Education : Like to go back to school? Learn something new? We’ll provide tuition reimbursement to support you in your goals. 
• Fun working environment: Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few! 

Requirements

What do I need to know?

You have to have…

• Valid Driver’s License 
• Nebraska Life, Sickness, Accident and Health Agent’s license
• High School diploma or equivalent.
• Minimum of 1-2 years in Employee Benefits experience 
• Experience and knowledge of plan designs, proposal procedures, and servicing of accounts
• Knowledge and experience with Fully-Insured and ACA groups. 
• Excellent verbal and written communication skills.
• Strong organizational skills and ability to multi-task
• High degree of proficiency in Microsoft Office products (Word, Excel), electronic mail system, and all other agency automation software
• Strong respect for confidentiality
• Ability to conform with and abide by all workplace policies, work procedures, and instructions
• Ability to establish and maintain effective working relationships with company employees and external contacts