Group Benefits Account Manager

Job Summary:

The Group Benefits Account Manager will provide quality service (sales when applicable) to all group benefit clients. The Account Manager plays a key role in supporting producer(s) with the management of a book of business, including both new business and renewal marketing and placement. This position requires strong collaboration with producers, fellow account managers, clients, carriers, and internal agency teams to maintain exceptional relationships and ensure seamless service delivery. The ideal candidate will demonstrate initiative, attention to detail, and strong communication skills, with the opportunity to grow into a leadership role within the agency.

Essential Functions:

• Demonstrates company core values.
• Processes change requests accurately and promptly.
• Follows-up on all requests submitted to carriers for completion and accuracy.
• Keeps producers informed of important account activities.
• Monitors work and informs management when help is needed.
• Quotes new group benefit business for producers using agency resources, technology and carriers.
• Remarkets existing business based on service team requests or to meet client expectations.
• Maintains a good working relationship and process with team to obtain quality quotes/remarkets.
• Writes all types of group benefit lines of business and stay up to date with carriers and industry.
• Processes all work timely and according to expectations; committed to follow-up with carriers & underwriters.
• Provides comprehensive attention to detail and thorough documentation to support E&O standards.
• Maintains proper documentation/task management in BenefitPoint customer/prospect file.
• Negotiates with carrier underwriters and company personnel in a timely and professional manner.
• Reasonable and reliable attendance and timeliness when reporting to work and completing work.
• Interacts well with others
• Other job duties as assigned.

Education/Experience/Qualifications:

• High School diploma or equivalent required; Bachelor’s degree preferred.
• A minimum of three (3) years of experience in insurance; extensive knowledge of group benefit lines coverage and carriers required.
• Nebraska Life/Accident and Health Insurance License preferred. If hired, most obtain and maintain a license.
• Additional designations a plus.

Required Skills / Abilities:

• Strong proficiency in Microsoft Office products.
• Experience using Agency Management System Software.
• Highly organized with strong time management skills.
• Deadline-driven.
• Excellent written and verbal communication skills.
• Ability to work in a group or independently.
• Excellent prioritization skills, sense of urgency, and ability to work efficiently under time constraints.
• Strong problem solving and negotiation skills.

Special/Physical Requirements (denote if office, hybrid, remote):

• Office attendance: Hybrid/Remote schedule available once training in successfully completed.
• Some travel opportunities for professional development and industry training.