Account Representative

Account Representative

Account Representative focusing on Ancillary Employee Benefits with regard to a set of our Wisconsin and Minnesota clients. This is a hybrid position with a primary focus on the service and retention of clients. You will be responsible for servicing existing accounts and cross-selling on existing accounts within the designated western Wisconsin and eastern Minnesota geographic territory. You will serve as the primary contact for groups and work with the Account Rep Manager, Sales Representative(s), Underwriting, and other Company resources to resolve outstanding issues. Requires traveling up to 70% of the time, including overnight stays, and will, therefore, at times involve non-traditional hours.

Below are the minimum core benefits you'll get:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Responsibilities

• You will be the primary contact for our field-assigned clients in (eastern) MN & (western) WI
• You will be required to meet with clients to perform proactive Best Practice and service reviews, which focus on plan provisions and overall administration. The main goal is to eliminate potential liabilities that may fall back onto clients and avoid improper administration of their insurance plans
• You will serve as the liaison between clients, National Insurance Services, partner brokers, and our partner insurance carriers and administrators
• Other functions include needs analysis, identifying cross-sell opportunities, renewal and rate reviews, provision change requests, market bidding, gap analysis, and employer/employee education
• Must be comfortable presenting to small & large groups of people
• Must have the capability to understand & communicate insurance terminology & benefits

Qualifications

• Bachelor's degree or equivalent in the group insurance industry
• Ability to travel a minimum 50% of the time
• Must reside in MN or Western WI
• Human Resources and/or past insurance experience is highly desired
• Life, Disability, Dental, Vision, and Supplementary Insurance backgrounds are highly desired
• Strong knowledge of leave administration is highly desired
• Basic literacy in Microsoft Office programs (Outlook, Word, EXCEL, and PowerPoint) is required
• Must be organized & can prioritize according to company initiatives
• Comfortable in group and presentation settings
• Ability to work in both individual and team settings
• Excellent written and verbal communication skills
• Analytical ability is required to be able to analyze and identify problems, offer proposed solutions, and implement agreed-upon solutions
• Ability to read and understand contract language
• Close attention to details
• MN/WI Life and Health License or ability to acquire those licenses within 6 weeks of the date of hire

Compensation $60,000 annual salary plus bonus based on experience