Small Group Employee Benefits Account Manager

What does it mean to be part of one of the fastest-growing independently owned insurance agencies in the country? It means joining a company that believes success is built on strong relationships and an intentional, values-driven culture. It means bringing your creativity and talent to the table—because here, your contributions help shape the direction of the company. If you think outside the box, swim upstream, enjoy being part of a fun, upbeat team, and want to make a real difference in people’s lives—we guarantee, OVD is the place for you. What’s in it for you? Competitive Compensation & Benefits – Strong packages that reflect our commitment to our team. Ample Growth Opportunities – A clear path for professional development and advancement. Workplace Flexibility – Enjoy a hybrid workplace schedule to support a healthy work-life balance. Onsite HealthBar – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more. Culture that Connects – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work. Position Summary: Account Managers serve as the day‑to‑day contact for Employee Benefit clients. This involves working both individually and as a team to provide excellent customer service, on time renewals, and act as an extension of the client’s Human Resource Department. In this role you will learn and be responsible for understanding medical, dental, vision, life, disability, and flexible spending account benefits as well as pertinent federal and state regulations and compliance requirements affecting employee benefit programs (ERISA, COBRA, FMLA, ADA, ACA, SECTION 125, Workers Compensation, Medicare, etc.). Here’s what you’ll do: Serves as the primary service contact for clients as well as a backup to the other account managers. Supports team members, including Producers, Client Success Managers, other Account Managers and Account Coordinator in servicing and providing support for clients. Provides direction and mentorship to the Account Coordinators. Prepares extensive excel spreadsheets and word documents for reporting, plan renewals, and employee materials. Prepares client presentations with assistance from the Producer and Client Success Manager. Markets and negotiates new business and renewal proposals with insurance companies by initiating and following up on requests for quotes. Ensures proper carrier implementation for new product lines. Maintains required data in the agency management system for employee enrollment management, policy tracking, reporting, and commissions. Designs, builds, and maintains client online enrollment system, benefit guides and enrollment forms. Participates in capabilities presentations with prospective clients. Participates in employee open enrollment meetings, as deemed necessary due to producers scheduling constraints. Assists clients with claims resolution. Produces and distributes compliance documents. Provides HR support and advises on policy questions, claims questions, FMLA/COBRA/Disability questions. Any other duties and tasks that are required by the Company. Here’s what you’ll need: Bachelor's degree preferred. Two (2) or more years’ experience working as a Benefits Account Manager. Current Life & Health License required. Ability to work onsite in a full-time or hybrid capacity (management discretion). Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand. High energy work ethic with ability to work independently while maintaining excellent customer relationships. Ability to work collaboratively with others. Willingness and ability to provide mentorship to others. Ability to work without direct supervision. Core Competencies: Accuracy: Achievement of correct and precise work. Accountability: Acceptance of responsibility and one's own actions. Written Communication: Ability to write letters, reports, articles, and e-mails using clear and concise vocabulary, style, grammar, and punctuation. Customer Orientation: A desire to serve clients by focusing efforts on listening and responding effectively to customer questions, resolving customer problems to their satisfaction, and evaluating customer satisfaction. Problem Solving: Ability to recognize courses of action which can be taken to handle problems or potential problems and applying contingency plans to solve those problems. Work Environment & Physical Requirements: The work environment and physical demands described here are representative of those that may be encountered and must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Low to Moderate noise (i.e. business office with computers, phone, and printers) Ability to work in a confined area. Ability to sit at a desk for an extended period. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone and keyboard. Specific vision abilities required by this job include close vision requirements due to computer work and the ability to read and understand written word. Light to moderate lifting may be required. OVD Insurance is an Equal Opportunity Employer, including disability and veteran, that celebrates diversity and believes employing a diverse workforce is key to our success. We are committed to providing equal employment opportunities to all individuals. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. To Executive Search Firms & Staffing Agencies: OVD Insurance does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered OVD Insurance property, and OVD Insurance will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting OVD Insurance Human Resources Talent Department. We are not able to sponsor work visas for this position. This job description does not list all duties of the job. Employees may be asked by management to perform other duties as needed. The Company reserves the right to revise this job description at any time. This job description is not a contract for employment and does not infringe upon the Company’s at will employment status. #J-18808-Ljbffr