Individual Benefits Account Manager

Description

WHY NORTH RISK PARTNERS

Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. 

At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life. 

JOB SUMMARY

The Individual Benefits Account Manager is responsible for serving as the main point of contact on individual benefits clients accounts, supporting the sales team by providing quality service to our clients. The Individual Benefits Account Manager position requires excellent communication skills, a passion for delivering exceptional service, and great attention to detail when handling accounts. 

ESSENTIAL RESPONSIBILITIES:

• Analyze and develop Medicare insurance solutions for prospective and current clients based on their needs. 
• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner. 
• Process day-to-day service requests associated with individual benefits accounts.
• Process individual life applications and follow up as necessary on enrollments. 
• Educate and enroll clients on the most suitable Medicare plans available in the market, while being available to work with other advisors and their clients during Medicare’s annual enrollment.
• Evaluate and process client requests to ensure appropriate coverage is met.
• Verify accuracy of premium quotes and all plan cost information shared with our consumers. 
• Mentor new team members.
• Answer questions regarding coverage options, and assist clients with plan and/or carrier changes, claims, and billing.
• Develop and maintain positive working relationships with internal clients, peers, and leaders, regulators, partner insurance carriers, and field marketing organizations. 
• Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures.
• Follow all federal and state regulations, and best practices regarding compliance and errors and omissions. 
• Continue professional development; pursue and maintain professional designations if applicable. 

Requirements

Education, Experience, and Certifications 

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in individual benefits service
• Active life & health insurance license 
• Excellent oral and written communication skills 
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively 
• Self-starter who takes initiative to identify problems and lead by example 
• Ability to work in a fast-paced environment 
• Proficiency in CRM software and Microsoft Office suite

BEHAVIOR EXPECTATIONS

• A role model for North Risk Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
• A team player who collaborates and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

PHYSICAL REQUIREMENTS

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
• Move around office/building/facilities repeatedly throughout the day
• Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
• Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
• Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed

TOOLS AND EQUIPMENT USED 

Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment

WORK ENVIRONMENT

The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.

This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.

COMPENSATION AND BENEFITS 

The estimated base salary range for this full-time position is $51,000 - $70,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.